Wealth Architects, LLC Ishares Russell 1000 Val ETF Transaction History

Wealth Architects, LLC

  • $848 Million
  • Q3 2024

A detailed history of Wealth Architects, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Wealth Architects, LLC holds 1,740 shares of IWD stock, worth $336,759. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,740
Previous 1,740 -0.0%
Holding current value
$336,759
Previous $303,000 8.91%
% of portfolio
0.04%
Previous 0.04%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
BUY
$143.69 - $165.7 $862 - $994
6 Added 0.35%
1,740 $287,000
Q3 2023

Nov 09, 2023
BUY
$151.73 - $163.56 $15,476 - $16,683
102 Added 6.25%
1,734 $263,000
Q2 2023

Aug 02, 2023
BUY
$148.55 - $157.83 $891 - $946
6 Added 0.37%
1,632 $257,000
Q1 2023

Apr 21, 2023
BUY
$145.2 - $161.56 $2,323 - $2,584
16 Added 0.99%
1,626 $247,000
Q2 2022

Jul 29, 2022
SELL
$140.99 - $168.41 $15,367 - $18,356
-109 Reduced 6.34%
1,610 $233,000
Q1 2022

May 17, 2022
BUY
$157.15 - $170.51 $11,786 - $12,788
75 Added 4.56%
1,719 $285,000
Q4 2021

Jan 19, 2022
SELL
$157.12 - $168.08 $314 - $336
-2 Reduced 0.12%
1,644 $276,000
Q3 2021

Nov 09, 2021
BUY
$154.62 - $164.07 $927 - $984
6 Added 0.37%
1,646 $0
Q2 2021

Aug 09, 2021
SELL
$152.86 - $162.4 $2,445 - $2,598
-16 Reduced 0.97%
1,640 $260,000
Q1 2021

Apr 29, 2021
SELL
$134.89 - $153.0 $536,052 - $608,022
-3,974 Reduced 70.59%
1,656 $251,000
Q4 2020

Jan 28, 2021
BUY
$115.84 - $136.73 $315,895 - $372,862
2,727 Added 93.94%
5,630 $770,000
Q3 2020

Nov 09, 2020
SELL
$111.27 - $124.26 $111 - $124
-1 Reduced 0.03%
2,903 $343,000
Q2 2020

Aug 14, 2020
BUY
$94.52 - $125.14 $2,268 - $3,003
24 Added 0.83%
2,904 $327,000
Q1 2020

Apr 23, 2020
SELL
$85.17 - $138.52 $1,873 - $3,047
-22 Reduced 0.76%
2,880 $286,000
Q4 2019

Jan 28, 2020
BUY
$123.85 - $136.67 $12,756 - $14,077
103 Added 3.68%
2,902 $396,000
Q3 2019

Oct 23, 2019
BUY
$127.92 - $130.25 $639 - $651
5 Added 0.18%
2,799 $359,000
Q2 2019

Jul 12, 2019
SELL
N/A
-206 Reduced 6.87%
2,794 $355,000
Q4 2018

Jan 17, 2019
SELL
N/A
-10 Reduced 0.33%
3,000 $333,000
Q3 2018

Oct 04, 2018
BUY
N/A
461 Added 18.09%
3,010 $381,000
Q4 2017

Jan 31, 2018
SELL
N/A
-423 Reduced 14.23%
2,549 $317,000
Q3 2017

Nov 08, 2017
BUY
N/A
1 Added 0.03%
2,972 $352,000
Q2 2017

Aug 10, 2017
BUY
N/A
2,971
2,971 $345,000

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
Track This Portfolio

Track Wealth Architects, LLC Portfolio

Follow Wealth Architects, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Architects, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Architects, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email