True Private Wealth Advisors Ishares Russell 1000 Val ETF Transaction History

True Private Wealth Advisors

  • $857 Million
  • Q1 2024

A detailed history of True Private Wealth Advisors transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, True Private Wealth Advisors holds 175,251 shares of IWD stock, worth $30.6 Million. This represents 3.66% of its overall portfolio holdings.

Number of Shares
175,251
Previous 165,413 5.95%
Holding current value
$30.6 Million
Previous $27.3 Million 14.84%
% of portfolio
3.66%
Previous 3.5%

Shares

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

Apr 25, 2024
BUY
$161.84 - $179.11 $1.59 Million - $1.76 Million
9,838 Added 5.95%
175,251 $31.4 Million
Q4 2023

Jan 30, 2024
BUY
$143.69 - $165.7 $2.39 Million - $2.76 Million
16,659 Added 11.2%
165,413 $27.3 Million
Q3 2023

Nov 13, 2023
BUY
$151.73 - $163.56 $131,094 - $141,315
864 Added 0.58%
148,754 $22.6 Million
Q2 2023

Aug 11, 2023
SELL
$148.55 - $157.83 $4.87 Million - $5.17 Million
-32,776 Reduced 18.14%
147,890 $23.3 Million
Q1 2023

May 11, 2023
SELL
$145.2 - $161.56 $9.92 Million - $11 Million
-68,317 Reduced 27.44%
180,666 $27.5 Million
Q4 2022

Feb 14, 2023
BUY
$148.0 - $158.99 $1.04 Million - $1.11 Million
6,995 Added 2.89%
248,983 $37.8 Million
Q3 2022

Nov 04, 2022
BUY
N/A
7,883 Added 3.37%
241,988 $32.9 Million
Q2 2022

Jul 28, 2022
BUY
N/A
1,089 Added 0.47%
234,105 $33.9 Million
Q1 2022

May 09, 2022
BUY
N/A
8,699 Added 3.88%
233,016 $37.7 Million
Q4 2021

Feb 11, 2022
BUY
N/A
5,181 Added 2.36%
224,317 $37.7 Million
Q3 2021

Nov 05, 2021
SELL
N/A
-1,826 Reduced 0.83%
219,136 $34.3 Million
Q2 2021

Aug 10, 2021
SELL
N/A
-1,419 Reduced 0.64%
220,962 $35 Million
Q1 2021

May 12, 2021
BUY
N/A
82,552 Added 59.04%
222,381 $33.7 Million
Q4 2020

Jan 11, 2021
SELL
N/A
-2,584 Reduced 1.81%
139,829 $19.1 Million
Q3 2020

Oct 09, 2020
BUY
N/A
73,139 Added 105.58%
142,413 $16.8 Million
Q2 2020

Jul 07, 2020
SELL
N/A
-292 Reduced 0.42%
69,274 $7.8 Million
Q1 2020

Apr 20, 2020
BUY
N/A
64,949 Added 1406.74%
69,566 $6.9 Million
Q4 2019

Jan 27, 2020
BUY
N/A
1 Added 0.02%
4,617 $630,000
Q3 2019

Oct 09, 2019
BUY
N/A
1 Added 0.02%
4,616 $592,000
Q2 2019

Aug 01, 2019
SELL
N/A
-3 Reduced 0.06%
4,615 $587,000
Q1 2019

Apr 25, 2019
SELL
N/A
-14,176 Reduced 75.43%
4,618 $570,000
Q4 2018

Jan 14, 2019
BUY
N/A
14,072 Added 298.01%
18,794 $2.09 Million
Q3 2018

Oct 18, 2018
BUY
N/A
357 Added 8.18%
4,722 $0
Q2 2018

Jul 13, 2018
BUY
N/A
386 Added 9.7%
4,365 $529,000
Q1 2018

Apr 25, 2018
SELL
N/A
-23 Reduced 0.57%
3,979 $477,000
Q4 2017

Jan 19, 2018
BUY
N/A
1 Added 0.02%
4,002 $497,000
Q3 2017

Oct 27, 2017
BUY
N/A
1 Added 0.03%
4,001 $474,000
Q2 2017

Aug 07, 2017
BUY
N/A
4,000
4,000 $465,000

Others Institutions Holding IWD

# of Institutions
1,631
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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