Triangle Securities Wealth Management Ishares Russell 1000 Val ETF Transaction History

Triangle Securities Wealth Management

  • $377 Million
  • Q3 2024

A detailed history of Triangle Securities Wealth Management transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Triangle Securities Wealth Management holds 2,040 shares of IWD stock, worth $378,481. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,040
Previous 2,053 0.63%
Holding current value
$378,481
Previous $358,000 8.1%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Nov 14, 2024
SELL
$173.36 - $189.8 $2,253 - $2,467
-13 Reduced 0.63%
2,040 $387,000
Q2 2024

Jul 10, 2024
BUY
$169.4 - $179.05 $4,065 - $4,297
24 Added 1.18%
2,053 $358,000
Q1 2024

Apr 10, 2024
SELL
$161.84 - $179.11 $1,132 - $1,253
-7 Reduced 0.34%
2,029 $363,000
Q4 2023

Jan 10, 2024
SELL
$143.69 - $165.7 $67,821 - $78,210
-472 Reduced 18.82%
2,036 $336,000
Q3 2023

Oct 10, 2023
SELL
$151.73 - $163.56 $36,263 - $39,090
-239 Reduced 8.7%
2,508 $380,000
Q2 2023

Jul 13, 2023
BUY
$148.55 - $157.83 $148 - $157
1 Added 0.04%
2,747 $433,000
Q1 2023

Apr 20, 2023
SELL
$145.2 - $161.56 $10,164 - $11,309
-70 Reduced 2.49%
2,746 $418,000
Q4 2022

Jan 11, 2023
SELL
$136.78 - $158.99 $13,130 - $15,263
-96 Reduced 3.3%
2,816 $0
Q3 2022

Oct 19, 2022
SELL
$135.99 - $161.15 $8,023 - $9,507
-59 Reduced 1.99%
2,912 $396,000
Q2 2022

Jul 11, 2022
BUY
$140.99 - $168.41 $4,511 - $5,389
32 Added 1.09%
2,971 $431,000
Q1 2022

Apr 13, 2022
SELL
$157.15 - $170.51 $628 - $682
-4 Reduced 0.14%
2,939 $488,000
Q3 2021

Oct 14, 2021
BUY
$154.62 - $164.07 $57,827 - $61,362
374 Added 14.56%
2,943 $461,000
Q2 2021

Jul 12, 2021
BUY
$152.86 - $162.4 $7,184 - $7,632
47 Added 1.86%
2,569 $407,000
Q1 2021

Apr 12, 2021
SELL
$134.89 - $153.0 $944 - $1,071
-7 Reduced 0.28%
2,522 $382,000
Q4 2020

Jan 11, 2021
BUY
$115.84 - $136.73 $4,633 - $5,469
40 Added 1.61%
2,529 $346,000
Q3 2020

Oct 09, 2020
BUY
$111.27 - $124.26 $8,345 - $9,319
75 Added 3.11%
2,489 $294,000
Q2 2020

Jul 08, 2020
SELL
$94.52 - $125.14 $82,799 - $109,622
-876 Reduced 26.63%
2,414 $272,000
Q1 2020

Apr 06, 2020
SELL
$85.17 - $138.52 $83,125 - $135,195
-976 Reduced 22.88%
3,290 $326,000
Q4 2019

Jan 09, 2020
BUY
$123.85 - $136.67 $50,902 - $56,171
411 Added 10.66%
4,266 $582,000
Q3 2019

Oct 15, 2019
BUY
$127.92 - $130.25 $20,211 - $20,579
158 Added 4.27%
3,855 $494,000
Q2 2019

Jul 10, 2019
SELL
N/A
-108 Reduced 2.84%
3,697 $475,000
Q1 2019

Apr 08, 2019
BUY
N/A
170 Added 4.68%
3,805 $470,000
Q4 2018

Jan 17, 2019
SELL
N/A
-1,185 Reduced 24.59%
3,635 $404,000
Q3 2018

Oct 04, 2018
BUY
N/A
82 Added 1.73%
4,820 $610,000
Q2 2018

Jul 12, 2018
SELL
N/A
-90 Reduced 1.86%
4,738 $575,000
Q1 2018

Apr 11, 2018
BUY
N/A
955 Added 24.66%
4,828 $579,000
Q4 2017

Jan 10, 2018
BUY
N/A
600 Added 18.33%
3,873 $482,000
Q3 2017

Oct 11, 2017
BUY
N/A
3,273
3,273 $388,000

Others Institutions Holding IWD

# of Institutions
1,716
Shares Held
256M
Call Options Held
606K
Put Options Held
653K
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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