Wells Trecaso Financial Group, LLC Ishares Russell 1000 Val ETF Transaction History

Wells Trecaso Financial Group, LLC

  • $283 Million
  • Q1 2024

A detailed history of Wells Trecaso Financial Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Wells Trecaso Financial Group, LLC holds 1,971 shares of IWD stock, worth $358,761. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,971
Previous 2,111 6.63%
Holding current value
$358,761
Previous $348,000 1.44%
% of portfolio
0.12%
Previous 0.14%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
SELL
$161.84 - $179.11 $22,657 - $25,075
-140 Reduced 6.63%
1,971 $353,000
Q4 2023

Jan 19, 2024
SELL
$143.69 - $165.7 $15,805 - $18,227
-110 Reduced 4.95%
2,111 $348,000
Q4 2022

Jan 27, 2023
SELL
$148.0 - $158.99 $1,332 - $1,430
-9 Reduced 0.4%
2,221 $0
Q1 2022

Apr 14, 2022
BUY
N/A
216 Added 10.72%
2,230 $370,000
Q4 2021

Jan 31, 2022
BUY
N/A
110 Added 5.78%
2,014 $338,000
Q3 2020

Oct 26, 2020
SELL
N/A
-68 Reduced 3.45%
1,904 $225,000
Q2 2020

Jul 21, 2020
BUY
N/A
1,972 New
1,972 $222,000

Others Institutions Holding IWD

# of Institutions
1,631
Shares Held
250M
Call Options Held
509K
Put Options Held
50K
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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