Titus Wealth Management Ishares Russell 1000 Val ETF Transaction History

Titus Wealth Management

  • $200 Million
  • Q2 2022

A detailed history of Titus Wealth Management transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Titus Wealth Management holds 4,596 shares of IWD stock, worth $840,838. This represents 0.33% of its overall portfolio holdings.

Number of Shares
4,596
Previous 4,772 3.69%
Holding current value
$840,838
Previous $792,000 15.91%
% of portfolio
0.33%
Previous 0.36%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Nov 09, 2022
SELL
N/A
-176 Reduced 3.69%
4,596 $666,000
Q1 2022

May 16, 2022
BUY
N/A
157 Added 3.4%
4,772 $792,000
Q4 2021

Feb 15, 2022
BUY
N/A
549 Added 13.5%
4,615 $775,000
Q3 2021

Nov 15, 2021
SELL
N/A
-62 Reduced 1.5%
4,066 $636,000
Q2 2021

Aug 16, 2021
SELL
N/A
-192 Reduced 4.44%
4,128 $655,000
Q1 2021

May 17, 2021
SELL
N/A
-501 Reduced 10.39%
4,320 $655,000
Q4 2020

Feb 16, 2021
BUY
N/A
131 Added 2.79%
4,821 $659,000
Q3 2020

Nov 16, 2020
BUY
N/A
626 Added 15.4%
4,690 $554,000
Q2 2020

Aug 14, 2020
BUY
N/A
206 Added 5.34%
4,064 $458,000
Q1 2020

May 18, 2020
BUY
N/A
249 Added 6.9%
3,858 $383,000
Q4 2019

Feb 18, 2020
BUY
N/A
625 Added 20.95%
3,609 $493,000
Q3 2019

Nov 18, 2019
BUY
N/A
2,984 New
2,984 $383,000
Q2 2019

Aug 15, 2019
SELL
N/A
-2,495 Closed
0 $0
Q1 2019

May 15, 2019
SELL
N/A
-41 Reduced 1.62%
2,495 $308,000
Q4 2018

Feb 11, 2019
BUY
N/A
72 Added 2.92%
2,536 $281,000
Q3 2018

Nov 06, 2018
BUY
N/A
250 Added 11.29%
2,464 $312,000
Q2 2018

Aug 16, 2018
SELL
N/A
-26 Reduced 1.16%
2,214 $269,000
Q1 2018

May 15, 2018
BUY
N/A
406 Added 22.14%
2,240 $269 Million
Q4 2017

Feb 27, 2018
BUY
N/A
1,834
1,834 $228,000

Others Institutions Holding IWD

# of Institutions
1,636
Shares Held
256M
Call Options Held
229K
Put Options Held
19.7K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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