Towerpoint Wealth, LLC Ishares Russell 1000 Val ETF Transaction History

Towerpoint Wealth, LLC

  • $197 Million
  • Q1 2024

A detailed history of Towerpoint Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 28,116 shares of IWD stock, worth $4.89 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares
28,116
Previous 28,054 0.22%
Holding current value
$4.89 Million
Previous $4.64 Million 8.63%
% of portfolio
2.55%
Previous 2.55%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$161.84 - $179.11 $10,034 - $11,104
62 Added 0.22%
28,116 $5.04 Million
Q4 2023

Jan 23, 2024
SELL
$143.69 - $165.7 $201,022 - $231,814
-1,399 Reduced 4.75%
28,054 $4.64 Million
Q3 2023

Oct 10, 2023
SELL
$151.73 - $163.56 $218,491 - $235,526
-1,440 Reduced 4.66%
29,453 $4.47 Million
Q2 2023

Jul 20, 2023
BUY
$148.55 - $157.83 $135,031 - $143,467
909 Added 3.03%
30,893 $4.88 Million
Q1 2023

May 15, 2023
SELL
$145.2 - $161.56 $160,881 - $179,008
-1,108 Reduced 3.56%
29,984 $4.57 Million
Q4 2022

Feb 10, 2023
SELL
$148.0 - $158.99 $119,732 - $128,622
-809 Reduced 2.54%
31,092 $4.72 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-367 Reduced 1.14%
31,901 $4.34 Million
Q2 2022

Aug 08, 2022
SELL
N/A
-874 Reduced 2.64%
32,268 $4.68 Million
Q1 2022

May 16, 2022
SELL
N/A
-552 Reduced 1.64%
33,142 $5.5 Million
Q4 2021

Feb 04, 2022
SELL
N/A
-499 Reduced 1.46%
33,694 $5.66 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-375 Reduced 1.08%
34,193 $5.35 Million
Q2 2021

Jul 27, 2021
SELL
N/A
-1,249 Reduced 3.49%
34,568 $5.48 Million
Q1 2021

May 10, 2021
SELL
N/A
-1,825 Reduced 4.85%
35,817 $5.43 Million
Q4 2020

Feb 10, 2021
BUY
N/A
1,755 Added 4.89%
37,642 $5.15 Million
Q3 2020

Nov 13, 2020
SELL
N/A
-6,013 Reduced 14.35%
35,887 $4.24 Million
Q2 2020

Aug 07, 2020
BUY
N/A
416 Added 1.0%
41,900 $4.72 Million
Q1 2020

May 08, 2020
BUY
N/A
23,525 Added 130.99%
41,484 $4.11 Million
Q4 2019

Jan 15, 2020
SELL
N/A
-1,270 Reduced 6.6%
17,959 $2.45 Million
Q3 2019

Nov 05, 2019
SELL
N/A
-810 Reduced 4.04%
19,229 $2.47 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-2,095 Reduced 9.47%
20,039 $2.57 Million
Q1 2019

May 13, 2019
SELL
N/A
-3,466 Reduced 13.54%
22,134 $2.73 Million
Q4 2018

Feb 11, 2019
SELL
N/A
-7,180 Reduced 21.9%
25,600 $2.84 Million
Q3 2018

Oct 19, 2018
SELL
N/A
-12,294 Reduced 27.28%
32,780 $4.15 Million
Q2 2018

Jul 31, 2018
SELL
N/A
-11,518 Reduced 20.35%
45,074 $5.47 Million
Q1 2018

May 15, 2018
SELL
N/A
-4,240 Reduced 6.97%
56,592 $6.79 Million
Q4 2017

Feb 15, 2018
BUY
N/A
60,832
60,832 $7.56 Million

Others Institutions Holding IWD

# of Institutions
1,633
Shares Held
251M
Call Options Held
509K
Put Options Held
50K
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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