A detailed history of Venture Visionary Partners LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Venture Visionary Partners LLC holds 99,157 shares of IWD stock, worth $18.5 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
99,157
Previous 94,466 4.97%
Holding current value
$18.5 Million
Previous $16.5 Million 14.19%
% of portfolio
0.84%
Previous 0.77%

Shares

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

Oct 21, 2024

BUY
$173.36 - $189.8 $813,231 - $890,351
4,691 Added 4.97%
99,157 $18.8 Million
Q2 2024

Aug 13, 2024

SELL
$169.4 - $179.05 $75,383 - $79,677
-445 Reduced 0.47%
94,466 $16.5 Million
Q1 2024

May 13, 2024

BUY
$161.84 - $179.11 $765,503 - $847,190
4,730 Added 5.25%
94,911 $17 Million
Q4 2023

Feb 15, 2024

BUY
$143.69 - $165.7 $256,917 - $296,271
1,788 Added 2.02%
90,181 $14.9 Million
Q4 2023

Jan 24, 2024

BUY
$143.69 - $165.7 $12 Million - $13.8 Million
83,463 Added 1692.96%
88,393 $14.6 Million
Q2 2023

Jul 14, 2023

BUY
$148.55 - $157.83 $139,637 - $148,360
940 Added 23.56%
4,930 $778,000
Q1 2023

Apr 13, 2023

BUY
$145.2 - $161.56 $18,730 - $20,841
129 Added 3.34%
3,990 $607,000
Q4 2022

Feb 09, 2023

SELL
$136.78 - $158.99 $69,621 - $80,925
-509 Reduced 11.65%
3,861 $585,000
Q3 2022

Nov 14, 2022

BUY
$135.99 - $161.15 $203,169 - $240,758
1,494 Added 51.95%
4,370 $594,000
Q2 2022

Jul 26, 2022

BUY
$140.99 - $168.41 $17,623 - $21,051
125 Added 4.54%
2,876 $0
Q1 2022

May 03, 2022

BUY
$157.15 - $170.51 $92,718 - $100,600
590 Added 27.3%
2,751 $456,000
Q3 2021

Oct 20, 2021

SELL
$154.62 - $164.07 $365,676 - $388,025
-2,365 Reduced 52.25%
2,161 $338,000
Q2 2021

Aug 05, 2021

SELL
$152.86 - $162.4 $4,738 - $5,034
-31 Reduced 0.68%
4,526 $718,000
Q1 2021

Apr 27, 2021

BUY
$134.89 - $153.0 $376,882 - $427,482
2,794 Added 158.48%
4,557 $690,000
Q3 2020

Oct 22, 2020

BUY
$111.27 - $124.26 $196,169 - $219,070
1,763 New
1,763 $208,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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