A detailed history of Sym Financial Corp transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Sym Financial Corp holds 527 shares of IWD stock, worth $104,193. This represents 0.01% of its overall portfolio holdings.

Number of Shares
527
Previous 585 9.91%
Holding current value
$104,193
Previous $102,000 1.96%
% of portfolio
0.01%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$173.36 - $189.8 $10,054 - $11,008
-58 Reduced 9.91%
527 $100,000
Q2 2024

Aug 08, 2024

BUY
$169.4 - $179.05 $99,099 - $104,744
585 New
585 $102,000
Q3 2023

Oct 27, 2023

BUY
$151.73 - $163.56 $11,834 - $12,757
78 New
78 $11,000
Q3 2022

Oct 28, 2022

SELL
$135.99 - $161.15 $12,783 - $15,148
-94 Reduced 38.06%
153 $21,000
Q2 2022

Jul 19, 2022

BUY
$140.99 - $168.41 $13,253 - $15,830
94 Added 61.44%
247 $36,000
Q3 2021

Oct 15, 2021

BUY
$154.62 - $164.07 $23,656 - $25,102
153 New
153 $24,000
Q1 2018

May 15, 2018

SELL
N/A
-2,666 Closed
0 $0
Q4 2017

Feb 14, 2018

BUY
N/A
2,666
2,666 $331,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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