United Capital Financial Advisers, LLC Ishares Russell 1000 Val ETF Transaction History

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 98,148 shares of IWD stock, worth $18.9 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
98,148
Previous 95,370 2.91%
Holding current value
$18.9 Million
Previous $18.1 Million 0.38%
% of portfolio
0.16%
Previous 0.09%

Shares

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

Feb 13, 2025
BUY
$183.23 - $199.79 $509,012 - $555,016
2,778 Added 2.91%
98,148 $18.2 Million
Q3 2024

Nov 12, 2024
SELL
$173.36 - $189.8 $195,896 - $214,474
-1,130 Reduced 1.17%
95,370 $18.1 Million
Q2 2024

Aug 14, 2024
SELL
$169.4 - $179.05 $635,080 - $671,258
-3,749 Reduced 3.74%
96,500 $16.8 Million
Q1 2024

May 15, 2024
SELL
$161.84 - $179.11 $445,869 - $493,448
-2,755 Reduced 2.67%
100,249 $18 Million
Q4 2023

Feb 14, 2024
SELL
$143.69 - $165.7 $4.19 Million - $4.83 Million
-29,147 Reduced 22.06%
103,004 $17 Million
Q3 2023

Nov 14, 2023
SELL
$151.73 - $163.56 $1.31 Million - $1.42 Million
-8,656 Reduced 6.15%
132,151 $20.1 Million
Q2 2023

Aug 14, 2023
SELL
$148.55 - $157.83 $4.32 Million - $4.59 Million
-29,113 Reduced 17.13%
140,807 $22.2 Million
Q1 2023

Aug 14, 2023
BUY
$145.2 - $161.56 $4.23 Million - $4.7 Million
29,113 Added 20.68%
169,920 $25.9 Million
Q1 2023

May 15, 2023
SELL
$145.2 - $161.56 $838,675 - $933,170
-5,776 Reduced 3.29%
169,920 $25.9 Million
Q4 2022

Feb 14, 2023
SELL
$136.78 - $158.99 $750,785 - $872,696
-5,489 Reduced 3.03%
175,696 $26.6 Million
Q3 2022

Nov 14, 2022
SELL
$135.99 - $161.15 $1.75 Million - $2.07 Million
-12,841 Reduced 6.62%
181,185 $24.6 Million
Q2 2022

Aug 11, 2022
BUY
$140.99 - $168.41 $375,315 - $448,307
2,662 Added 1.39%
194,026 $28.1 Million
Q1 2022

May 16, 2022
BUY
$157.15 - $170.51 $2.17 Million - $2.35 Million
13,794 Added 7.77%
191,364 $31.8 Million
Q4 2021

Feb 14, 2022
BUY
$157.12 - $168.08 $1.7 Million - $1.82 Million
10,817 Added 6.49%
177,570 $29.8 Million
Q3 2021

Nov 15, 2021
BUY
$154.62 - $164.07 $3.08 Million - $3.27 Million
19,904 Added 13.55%
166,753 $26.1 Million
Q2 2021

Aug 13, 2021
BUY
$152.86 - $162.4 $1.48 Million - $1.57 Million
9,667 Added 7.05%
146,849 $23.3 Million
Q1 2021

May 14, 2021
SELL
$134.89 - $153.0 $140,555 - $159,426
-1,042 Reduced 0.75%
137,182 $20.8 Million
Q4 2020

Feb 17, 2021
BUY
$115.84 - $136.73 $242,221 - $285,902
2,091 Added 1.54%
138,224 $18.9 Million
Q3 2020

Nov 13, 2020
SELL
$111.27 - $124.26 $728,262 - $813,281
-6,545 Reduced 4.59%
136,133 $16.1 Million
Q2 2020

Aug 13, 2020
SELL
$94.52 - $125.14 $4.68 Million - $6.19 Million
-49,484 Reduced 25.75%
142,678 $16.1 Million
Q1 2020

May 15, 2020
SELL
$85.17 - $138.52 $35,004 - $56,931
-411 Reduced 0.21%
192,162 $19.1 Million
Q4 2019

Feb 14, 2020
BUY
$123.85 - $136.67 $2.26 Million - $2.49 Million
18,246 Added 10.47%
192,573 $26.3 Million
Q3 2019

Nov 14, 2019
BUY
$127.92 - $130.25 $1.26 Million - $1.28 Million
9,819 Added 5.97%
174,327 $22.4 Million
Q2 2019

Aug 13, 2019
BUY
N/A
12,526 Added 8.24%
164,508 $20.9 Million
Q1 2019

May 14, 2019
SELL
N/A
-33,598 Reduced 18.1%
151,982 $18.8 Million
Q4 2018

Feb 14, 2019
BUY
N/A
47,455 Added 34.36%
185,580 $20.6 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-5,681 Reduced 3.95%
138,125 $17.5 Million
Q2 2018

Aug 14, 2018
BUY
N/A
144 Added 0.1%
143,806 $17.5 Million
Q1 2018

May 15, 2018
BUY
N/A
71,759 Added 99.8%
143,662 $17.2 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-6,495 Reduced 8.28%
71,903 $8.94 Million
Q3 2017

Nov 14, 2017
BUY
N/A
506 Added 0.65%
78,398 $9.29 Million
Q2 2017

Aug 14, 2017
BUY
N/A
77,892
77,892 $9.07 Million

Others Institutions Holding IWD

# of Institutions
1,871
Shares Held
284M
Call Options Held
1.31M
Put Options Held
1.09M
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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