Tru Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Tru Wealth Advisors, LLC

  • $1.59 Billion
  • Q4 2024

A detailed history of Tru Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 115,515 shares of IWD stock, worth $22.4 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares
115,515
Previous 112,949 2.27%
Holding current value
$22.4 Million
Previous $21.4 Million 0.24%
% of portfolio
1.35%
Previous 1.33%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$183.23 - $199.79 $470,168 - $512,661
2,566 Added 2.27%
115,515 $21.4 Million
Q3 2024

Oct 16, 2024
BUY
$173.36 - $189.8 $741,807 - $812,154
4,279 Added 3.94%
112,949 $21.4 Million
Q2 2024

Jul 16, 2024
BUY
$169.4 - $179.05 $571,725 - $604,293
3,375 Added 3.21%
108,670 $19 Million
Q1 2024

Apr 15, 2024
BUY
$161.84 - $179.11 $1.03 Million - $1.14 Million
6,342 Added 6.41%
105,295 $18.9 Million
Q4 2023

Jan 10, 2024
BUY
$143.69 - $165.7 $394,141 - $454,515
2,743 Added 2.85%
98,953 $16.4 Million
Q3 2023

Oct 10, 2023
BUY
$151.73 - $163.56 $251,416 - $271,018
1,657 Added 1.75%
96,210 $14.6 Million
Q2 2023

Aug 04, 2023
BUY
$148.55 - $157.83 $576,225 - $612,222
3,879 Added 4.28%
94,553 $14.9 Million
Q1 2023

Apr 25, 2023
BUY
$145.2 - $161.56 $714,093 - $794,552
4,918 Added 5.73%
90,674 $13.8 Million
Q4 2022

Jan 27, 2023
BUY
$136.78 - $158.99 $505,128 - $587,150
3,693 Added 4.5%
85,756 $0
Q3 2022

Oct 24, 2022
BUY
$135.99 - $161.15 $939,554 - $1.11 Million
6,909 Added 9.19%
82,063 $11.2 Million
Q2 2022

Jul 22, 2022
BUY
$140.99 - $168.41 $3.86 Million - $4.61 Million
27,393 Added 57.35%
75,154 $10.9 Million
Q1 2022

Apr 27, 2022
BUY
$157.15 - $170.51 $1.23 Million - $1.33 Million
7,799 Added 19.52%
47,761 $7.93 Million
Q4 2021

Jan 19, 2022
BUY
$157.12 - $168.08 $499,327 - $534,158
3,178 Added 8.64%
39,962 $6.71 Million
Q3 2021

Oct 29, 2021
BUY
$154.62 - $164.07 $450,253 - $477,771
2,912 Added 8.6%
36,784 $5.76 Million
Q2 2021

Jul 29, 2021
BUY
$152.86 - $162.4 $4.92 Million - $5.22 Million
32,169 Added 1888.96%
33,872 $5.37 Million
Q1 2021

May 10, 2021
BUY
$134.89 - $153.0 $229,717 - $260,559
1,703 New
1,703 $258,000

Others Institutions Holding IWD

# of Institutions
1,772
Shares Held
257M
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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