Wedmont Private Capital Ishares Russell 1000 Val ETF Transaction History

Wedmont Private Capital

  • $1.75 Billion
  • Q3 2024

A detailed history of Wedmont Private Capital transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Wedmont Private Capital holds 2,732 shares of IWD stock, worth $506,867. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,732
Previous 2,927 6.66%
Holding current value
$506,867
Previous $510,000 1.57%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 08, 2024
SELL
$173.36 - $189.8 $33,805 - $37,011
-195 Reduced 6.66%
2,732 $518,000
Q2 2024

Jul 15, 2024
BUY
$169.4 - $179.05 $143,143 - $151,297
845 Added 40.59%
2,927 $510,000
Q1 2024

Apr 10, 2024
BUY
$161.84 - $179.11 $53,245 - $58,927
329 Added 18.77%
2,082 $372,000
Q4 2023

Jan 09, 2024
SELL
$143.69 - $165.7 $28,881 - $33,305
-201 Reduced 10.29%
1,753 $289,000
Q3 2023

Oct 10, 2023
BUY
$151.73 - $163.56 $38,842 - $41,871
256 Added 15.08%
1,954 $296,000
Q2 2023

Jul 17, 2023
SELL
$148.55 - $157.83 $144,836 - $153,884
-975 Reduced 36.48%
1,698 $267,000
Q4 2022

Jan 09, 2023
BUY
$136.78 - $158.99 $16,687 - $19,396
122 Added 4.78%
2,673 $0
Q2 2022

Jul 11, 2022
SELL
$140.99 - $168.41 $28,198 - $33,682
-200 Reduced 7.27%
2,551 $370,000
Q1 2022

Apr 05, 2022
BUY
$157.15 - $170.51 $5,657 - $6,138
36 Added 1.33%
2,751 $458,000
Q4 2021

Jan 14, 2022
BUY
$157.12 - $168.08 $426,580 - $456,337
2,715 New
2,715 $461,000

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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