Wealthsource Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 09, 2023
BUY
$136.78 - $158.99 $327,177 - $380,304
2,392 New
2,392 $362,000
Q1 2020

May 12, 2020
SELL
$85.17 - $138.52 $258,746 - $420,823
-3,038 Closed
0 $0
Q4 2019

Feb 12, 2020
BUY
$123.85 - $136.67 $10,527 - $11,616
85 Added 2.88%
3,038 $415,000
Q3 2019

Nov 15, 2019
SELL
$127.92 - $130.25 $21,490 - $21,882
-168 Reduced 5.38%
2,953 $379,000
Q2 2019

Aug 09, 2019
BUY
N/A
1,128 Added 56.6%
3,121 $397,000
Q1 2019

May 16, 2019
SELL
N/A
-9 Reduced 0.45%
1,993 $246,000
Q4 2018

Feb 06, 2019
SELL
N/A
-40 Reduced 1.96%
2,002 $222,000
Q2 2018

Aug 14, 2018
SELL
N/A
-340 Reduced 14.27%
2,042 $248,000
Q1 2018

Apr 16, 2018
SELL
N/A
-27 Reduced 1.12%
2,382 $286,000
Q1 2018

Apr 16, 2018
BUY
N/A
266 Added 12.41%
2,409 $277,000
Q4 2017

Feb 16, 2018
BUY
N/A
70 Added 3.38%
2,143 $266,000
Q2 2017

Aug 16, 2017
BUY
N/A
2,073
2,073 $241,000

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

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