Us Financial Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Us Financial Advisors, LLC

  • $320 Million
  • Q3 2024

A detailed history of Us Financial Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Us Financial Advisors, LLC holds 64,782 shares of IWD stock, worth $12.5 Million. This represents 3.85% of its overall portfolio holdings.

Number of Shares
64,782
Previous 60,524 7.04%
Holding current value
$12.5 Million
Previous $10.6 Million 16.44%
% of portfolio
3.85%
Previous 3.54%

Shares

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

Oct 31, 2024
BUY
$173.36 - $189.8 $738,166 - $808,168
4,258 Added 7.04%
64,782 $12.3 Million
Q2 2024

Aug 01, 2024
BUY
$169.4 - $179.05 $10.3 Million - $10.8 Million
60,524 New
60,524 $10.6 Million
Q2 2021

Aug 10, 2021
SELL
$152.86 - $162.4 $1.8 Million - $1.91 Million
-11,789 Closed
0 $0
Q1 2021

Apr 30, 2021
SELL
$134.89 - $153.0 $3,642 - $4,131
-27 Reduced 0.23%
11,789 $1.79 Million
Q4 2020

Feb 18, 2021
BUY
$115.84 - $136.73 $1.37 Million - $1.62 Million
11,816 New
11,816 $1.62 Million

Others Institutions Holding IWD

# of Institutions
1,714
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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