Us Advisors Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Us Advisors Wealth Management, LLC

  • $308 Million
  • Q4 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 1,564 shares of IWD stock, worth $302,696. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,564
Previous 1,549 0.97%
Holding current value
$302,696
Previous $293,000 1.37%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Jan 23, 2025
BUY
$183.23 - $199.79 $2,748 - $2,996
15 Added 0.97%
1,564 $289,000
Q3 2024

Nov 07, 2024
SELL
$173.36 - $189.8 $41,433 - $45,362
-239 Reduced 13.37%
1,549 $293,000
Q2 2024

Aug 06, 2024
SELL
$169.4 - $179.05 $68,607 - $72,515
-405 Reduced 18.47%
1,788 $311,000
Q1 2024

May 02, 2024
SELL
$161.84 - $179.11 $38,032 - $42,090
-235 Reduced 9.68%
2,193 $392,000
Q4 2023

Feb 12, 2024
SELL
$143.69 - $165.7 $32,186 - $37,116
-224 Reduced 8.45%
2,428 $401,000
Q3 2023

Nov 09, 2023
SELL
$151.73 - $163.56 $151 - $163
-1 Reduced 0.04%
2,652 $402,000
Q2 2023

Aug 01, 2023
BUY
$148.55 - $157.83 $38,771 - $41,193
261 Added 10.91%
2,653 $419,000
Q1 2023

Apr 13, 2023
BUY
$145.2 - $161.56 $1,887 - $2,100
13 Added 0.55%
2,392 $364,000
Q4 2022

Feb 10, 2023
BUY
$136.78 - $158.99 $3,693 - $4,292
27 Added 1.15%
2,379 $361,000
Q2 2022

Aug 12, 2022
SELL
$140.99 - $168.41 $140 - $168
-1 Reduced 0.04%
2,352 $341,000
Q1 2022

Jun 08, 2022
BUY
$157.15 - $170.51 $628 - $682
4 Added 0.17%
2,353 $391,000
Q4 2021

Feb 14, 2022
SELL
$157.12 - $168.08 $12,412 - $13,278
-79 Reduced 3.25%
2,349 $395,000
Q3 2021

Nov 03, 2021
BUY
$154.62 - $164.07 $35,407 - $37,572
229 Added 10.41%
2,428 $380,000
Q2 2021

Aug 09, 2021
BUY
$152.86 - $162.4 $917 - $974
6 Added 0.27%
2,199 $349,000
Q1 2021

May 11, 2021
SELL
$134.89 - $153.0 $39,522 - $44,829
-293 Reduced 11.79%
2,193 $332,000
Q4 2020

Feb 11, 2021
SELL
$115.84 - $136.73 $1,737 - $2,050
-15 Reduced 0.6%
2,486 $336,000
Q3 2020

Nov 04, 2020
BUY
$111.27 - $124.26 $445 - $497
4 Added 0.16%
2,501 $295,000
Q2 2020

Aug 13, 2020
SELL
$94.52 - $125.14 $3,024 - $4,004
-32 Reduced 1.27%
2,497 $281,000
Q1 2020

Apr 28, 2020
BUY
$85.17 - $138.52 $9,879 - $16,068
116 Added 4.81%
2,529 $251,000
Q4 2019

Feb 14, 2020
BUY
$123.85 - $136.67 $298,850 - $329,784
2,413 New
2,413 $329,000

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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