A detailed history of Tci Wealth Advisors, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 6,228 shares of IWD stock, worth $1.18 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,228
Previous 6,467 3.7%
Holding current value
$1.18 Million
Previous $1.13 Million 4.79%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Oct 24, 2024

SELL
$173.36 - $189.8 $41,433 - $45,362
-239 Reduced 3.7%
6,228 $1.18 Million
Q2 2024

Jul 30, 2024

SELL
$169.4 - $179.05 $138,230 - $146,104
-816 Reduced 11.2%
6,467 $1.13 Million
Q1 2024

May 07, 2024

SELL
$161.84 - $179.11 $114,420 - $126,630
-707 Reduced 8.85%
7,283 $1.3 Million
Q4 2023

Feb 06, 2024

SELL
$143.69 - $165.7 $72,994 - $84,175
-508 Reduced 5.98%
7,990 $1.32 Million
Q3 2023

Oct 31, 2023

SELL
$151.73 - $163.56 $77,837 - $83,906
-513 Reduced 5.69%
8,498 $1.29 Million
Q2 2023

Aug 04, 2023

SELL
$148.55 - $157.83 $2,971 - $3,156
-20 Reduced 0.22%
9,011 $1.42 Million
Q1 2023

May 03, 2023

SELL
$145.2 - $161.56 $7,840 - $8,724
-54 Reduced 0.59%
9,031 $1.38 Million
Q4 2022

Feb 06, 2023

SELL
$136.78 - $158.99 $9,164 - $10,652
-67 Reduced 0.73%
9,085 $1.38 Million
Q3 2022

Nov 08, 2022

SELL
$135.99 - $161.15 $58,475 - $69,294
-430 Reduced 4.49%
9,152 $1.25 Million
Q2 2022

Jul 19, 2022

SELL
$140.99 - $168.41 $3,947 - $4,715
-28 Reduced 0.29%
9,582 $1.39 Million
Q1 2022

Apr 29, 2022

SELL
$157.15 - $170.51 $18,386 - $19,949
-117 Reduced 1.2%
9,610 $1.6 Million
Q4 2021

Jan 24, 2022

SELL
$157.12 - $168.08 $23,096 - $24,707
-147 Reduced 1.49%
9,727 $1.63 Million
Q3 2021

Oct 29, 2021

SELL
$154.62 - $164.07 $17,935 - $19,032
-116 Reduced 1.16%
9,874 $1.55 Million
Q2 2021

Aug 02, 2021

SELL
$152.86 - $162.4 $2,598 - $2,760
-17 Reduced 0.17%
9,990 $1.59 Million
Q1 2021

Apr 29, 2021

SELL
$134.89 - $153.0 $23,335 - $26,469
-173 Reduced 1.7%
10,007 $1.52 Million
Q4 2020

Jan 21, 2021

SELL
$115.84 - $136.73 $2,548 - $3,008
-22 Reduced 0.22%
10,180 $1.39 Million
Q3 2020

Oct 20, 2020

SELL
$111.27 - $124.26 $49,960 - $55,792
-449 Reduced 4.22%
10,202 $1.21 Million
Q2 2020

Jul 20, 2020

SELL
$94.52 - $125.14 $8,506 - $11,262
-90 Reduced 0.84%
10,651 $1.2 Million
Q1 2020

Apr 14, 2020

SELL
$85.17 - $138.52 $89,087 - $144,891
-1,046 Reduced 8.87%
10,741 $1.07 Million
Q4 2019

Jan 27, 2020

SELL
$123.85 - $136.67 $2,600 - $2,870
-21 Reduced 0.18%
11,787 $1.61 Million
Q3 2019

Oct 17, 2019

BUY
$127.92 - $130.25 $49,249 - $50,146
385 Added 3.37%
11,808 $1.51 Million
Q2 2019

Jul 23, 2019

SELL
N/A
-1,316 Reduced 10.33%
11,423 $1.45 Million
Q4 2018

Jan 17, 2019

SELL
N/A
-34 Reduced 0.27%
12,739 $1.42 Million
Q3 2018

Nov 02, 2018

SELL
N/A
-16 Reduced 0.13%
12,773 $1.62 Million
Q2 2018

Jul 27, 2018

BUY
N/A
4,170 Added 48.38%
12,789 $1.55 Million
Q1 2018

Apr 30, 2018

SELL
N/A
-16 Reduced 0.19%
8,619 $1.03 Million
Q4 2017

Feb 01, 2018

BUY
N/A
350 Added 4.22%
8,635 $1.07 Million
Q3 2017

Oct 24, 2017

SELL
N/A
-139 Reduced 1.65%
8,285 $982,000
Q2 2017

Aug 10, 2017

BUY
N/A
8,424
8,424 $981,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


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