Wcg Wealth Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Wcg Wealth Advisors LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 13,329 shares of IWD stock, worth $2.66 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
13,329
Previous 13,475 1.08%
Holding current value
$2.66 Million
Previous $2.35 Million 7.61%
% of portfolio
0.17%
Previous 0.17%

Shares

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

Nov 13, 2024
SELL
$173.36 - $189.8 $25,310 - $27,710
-146 Reduced 1.08%
13,329 $2.53 Million
Q2 2024

Aug 12, 2024
SELL
$169.4 - $179.05 $49,126 - $51,924
-290 Reduced 2.11%
13,475 $2.35 Million
Q1 2024

May 13, 2024
SELL
$161.84 - $179.11 $214,923 - $237,858
-1,328 Reduced 8.8%
13,765 $2.47 Million
Q4 2023

Feb 08, 2024
SELL
$143.69 - $165.7 $63,654 - $73,405
-443 Reduced 2.85%
15,093 $2.49 Million
Q3 2023

Nov 09, 2023
BUY
$151.73 - $163.56 $2.36 Million - $2.54 Million
15,536 New
15,536 $2.36 Million
Q3 2022

Nov 14, 2022
BUY
$135.99 - $161.15 $817,435 - $968,672
6,011 New
6,011 $817,000

Others Institutions Holding IWD

# of Institutions
1,716
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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