Vista Wealth Management Group, LLC Ishares Russell 1000 Val ETF Transaction History

Vista Wealth Management Group, LLC

  • $1.27 Billion
  • Q1 2024

A detailed history of Vista Wealth Management Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 9,266 shares of IWD stock, worth $1.61 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
9,266
Previous 9,394 1.36%
Holding current value
$1.61 Million
Previous $1.55 Million 6.89%
% of portfolio
0.13%
Previous 0.14%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$161.84 - $179.11 $20,715 - $22,926
-128 Reduced 1.36%
9,266 $1.66 Million
Q4 2023

Feb 12, 2024
BUY
$143.69 - $165.7 $18,392 - $21,209
128 Added 1.38%
9,394 $1.55 Million
Q3 2023

Nov 14, 2023
SELL
$151.73 - $163.56 $9,407 - $10,140
-62 Reduced 0.66%
9,266 $1.41 Million
Q1 2023

May 04, 2023
SELL
$145.2 - $161.56 $37,171 - $41,359
-256 Reduced 2.67%
9,328 $1.42 Million
Q4 2022

Feb 07, 2023
SELL
$148.0 - $158.99 $7,992 - $8,585
-54 Reduced 0.56%
9,584 $1.45 Million
Q2 2022

Jul 14, 2022
BUY
N/A
524 Added 5.75%
9,638 $1.39 Million
Q3 2021

Nov 02, 2021
SELL
N/A
-145 Reduced 1.57%
9,114 $1.43 Million
Q2 2021

Jul 27, 2021
SELL
N/A
-216 Reduced 2.28%
9,259 $1.47 Million
Q1 2021

Apr 26, 2021
SELL
N/A
-73 Reduced 0.76%
9,475 $1.44 Million
Q4 2020

Jan 25, 2021
SELL
N/A
-423 Reduced 4.24%
9,548 $1.31 Million
Q2 2020

Jul 14, 2020
SELL
N/A
-490 Reduced 4.68%
9,971 $1.12 Million
Q1 2020

May 01, 2020
BUY
N/A
1,557 Added 17.49%
10,461 $1.04 Million
Q4 2019

Feb 03, 2020
BUY
N/A
8,904 New
8,904 $1.22 Million

Others Institutions Holding IWD

# of Institutions
1,637
Shares Held
251M
Call Options Held
509K
Put Options Held
50K
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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