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 $910,513. This represents 0.33% of its overall portfolio holdings.

Number of Shares
4,596
Previous 4,772 3.69%
Holding current value
$910,513
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
$140.99 - $168.41 $24,814 - $29,640
-176 Reduced 3.69%
4,596 $666,000
Q1 2022

May 16, 2022
BUY
$157.15 - $170.51 $24,672 - $26,770
157 Added 3.4%
4,772 $792,000
Q4 2021

Feb 15, 2022
BUY
$157.12 - $168.08 $86,258 - $92,275
549 Added 13.5%
4,615 $775,000
Q3 2021

Nov 15, 2021
SELL
$154.62 - $164.07 $9,586 - $10,172
-62 Reduced 1.5%
4,066 $636,000
Q2 2021

Aug 16, 2021
SELL
$152.86 - $162.4 $29,349 - $31,180
-192 Reduced 4.44%
4,128 $655,000
Q1 2021

May 17, 2021
SELL
$134.89 - $153.0 $67,579 - $76,653
-501 Reduced 10.39%
4,320 $655,000
Q4 2020

Feb 16, 2021
BUY
$115.84 - $136.73 $15,175 - $17,911
131 Added 2.79%
4,821 $659,000
Q3 2020

Nov 16, 2020
BUY
$111.27 - $124.26 $69,655 - $77,786
626 Added 15.4%
4,690 $554,000
Q2 2020

Aug 14, 2020
BUY
$94.52 - $125.14 $19,471 - $25,778
206 Added 5.34%
4,064 $458,000
Q1 2020

May 18, 2020
BUY
$85.17 - $138.52 $21,207 - $34,491
249 Added 6.9%
3,858 $383,000
Q4 2019

Feb 18, 2020
BUY
$123.85 - $136.67 $77,406 - $85,418
625 Added 20.95%
3,609 $493,000
Q3 2019

Nov 18, 2019
BUY
$127.92 - $130.25 $381,713 - $388,666
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
1,923
Shares Held
276M
Call Options Held
617K
Put Options Held
5.88M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Titus Wealth Management Portfolio

Follow Titus Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Titus Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Titus Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email