Wealthspan Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Wealthspan Partners, LLC

  • $198 Million
  • Q3 2024

A detailed history of Wealthspan Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Wealthspan Partners, LLC holds 21,471 shares of IWD stock, worth $4.21 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares
21,471
Previous 21,738 1.23%
Holding current value
$4.21 Million
Previous $3.79 Million 7.46%
% of portfolio
2.06%
Previous 2.12%

Shares

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

Nov 04, 2024
SELL
$173.36 - $189.8 $46,287 - $50,676
-267 Reduced 1.23%
21,471 $4.08 Million
Q2 2024

Jul 19, 2024
SELL
$169.4 - $179.05 $34,388 - $36,347
-203 Reduced 0.93%
21,738 $3.79 Million
Q1 2024

Apr 29, 2024
SELL
$161.84 - $179.11 $50,979 - $56,419
-315 Reduced 1.42%
21,941 $3.93 Million
Q4 2023

Jan 29, 2024
SELL
$143.69 - $165.7 $35,778 - $41,259
-249 Reduced 1.11%
22,256 $3.68 Million
Q3 2023

Nov 01, 2023
BUY
$151.73 - $163.56 $11,834 - $12,757
78 Added 0.35%
22,505 $3.42 Million
Q2 2023

Aug 08, 2023
BUY
$148.55 - $157.83 $67,887 - $72,128
457 Added 2.08%
22,427 $3.54 Million
Q1 2023

Apr 21, 2023
BUY
$145.2 - $161.56 $28,749 - $31,988
198 Added 0.91%
21,970 $3.35 Million
Q4 2022

Feb 13, 2023
SELL
$136.78 - $158.99 $60,183 - $69,955
-440 Reduced 1.98%
21,772 $3.3 Million
Q3 2022

Nov 14, 2022
SELL
$135.99 - $161.15 $2,311 - $2,739
-17 Reduced 0.08%
22,212 $3.02 Million
Q2 2022

Aug 11, 2022
SELL
$140.99 - $168.41 $3,665 - $4,378
-26 Reduced 0.12%
22,229 $3.22 Million
Q1 2022

May 12, 2022
BUY
$157.15 - $170.51 $123,677 - $134,191
787 Added 3.67%
22,255 $3.69 Million
Q4 2021

Feb 15, 2022
BUY
$157.12 - $168.08 $3.37 Million - $3.61 Million
21,468 New
21,468 $3.61 Million

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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