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 $341,231. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,740
Previous 1,740 -0.0%
Holding current value
$341,231
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
1,715
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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