Wellspring Financial Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Wellspring Financial Advisors, LLC

  • $633 Billion
  • Q1 2024

A detailed history of Wellspring Financial Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 20,448 shares of IWD stock, worth $3.57 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
20,448
Previous 21,190 3.5%
Holding current value
$3.57 Million
Previous $3.5 Billion 4.59%
% of portfolio
0.58%
Previous 0.87%

Shares

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

May 01, 2024
SELL
$161.84 - $179.11 $120,085 - $132,899
-742 Reduced 3.5%
20,448 $3.66 Billion
Q4 2023

Feb 13, 2024
SELL
$143.69 - $165.7 $31,899 - $36,785
-222 Reduced 1.04%
21,190 $3.5 Billion
Q3 2023

Nov 14, 2023
SELL
$151.73 - $163.56 $606 - $654
-4 Reduced 0.02%
21,412 $3.25 Billion
Q2 2023

Aug 11, 2023
SELL
$148.55 - $157.83 $133,100 - $141,415
-896 Reduced 4.02%
21,416 $3.38 Billion
Q1 2023

May 12, 2023
SELL
$145.2 - $161.56 $173,368 - $192,902
-1,194 Reduced 5.08%
22,312 $3.4 Billion
Q4 2022

Feb 13, 2023
SELL
$148.0 - $158.99 $6,660 - $7,154
-45 Reduced 0.19%
23,506 $3.56 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-248 Reduced 1.04%
23,551 $3.2 Million
Q2 2022

Aug 12, 2022
SELL
N/A
-28 Reduced 0.12%
23,799 $3.45 Million
Q1 2022

May 10, 2022
SELL
N/A
-2,242 Reduced 8.6%
23,827 $3.96 Million
Q4 2021

Jan 03, 2022
BUY
N/A
2,484 Added 10.53%
26,069 $4.38 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-13 Reduced 0.06%
23,585 $3.69 Million
Q2 2021

Aug 13, 2021
BUY
N/A
3 Added 0.01%
23,598 $3.74 Million
Q1 2020

May 14, 2020
BUY
N/A
23,595 New
23,595 $2.34 Million

Others Institutions Holding IWD

# of Institutions
1,631
Shares Held
251M
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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