West Michigan Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

West Michigan Advisors, LLC

  • $300 Million
  • Q3 2024

A detailed history of West Michigan Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, West Michigan Advisors, LLC holds 6,833 shares of IWD stock, worth $1.34 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
6,833
Previous 6,838 0.07%
Holding current value
$1.34 Million
Previous $1.19 Million 8.63%
% of portfolio
0.43%
Previous 0.4%

Shares

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

Oct 23, 2024
SELL
$173.36 - $189.8 $866 - $949
-5 Reduced 0.07%
6,833 $1.3 Million
Q2 2024

Aug 05, 2024
SELL
$169.4 - $179.05 $24,393 - $25,783
-144 Reduced 2.06%
6,838 $1.19 Million
Q1 2024

May 14, 2024
SELL
$161.84 - $179.11 $48,228 - $53,374
-298 Reduced 4.09%
6,982 $1.25 Million
Q4 2023

Feb 13, 2024
SELL
$143.69 - $165.7 $26,870 - $30,985
-187 Reduced 2.5%
7,280 $1.2 Million
Q3 2023

Nov 13, 2023
BUY
$151.73 - $163.56 $3,793 - $4,089
25 Added 0.34%
7,467 $1.13 Million
Q2 2023

Aug 15, 2023
BUY
$148.55 - $157.83 $12,775 - $13,573
86 Added 1.17%
7,442 $1.17 Million
Q1 2023

Apr 21, 2023
BUY
$145.2 - $161.56 $31,943 - $35,543
220 Added 3.08%
7,356 $1.12 Million
Q4 2022

Feb 13, 2023
SELL
$136.78 - $158.99 $39,119 - $45,471
-286 Reduced 3.85%
7,136 $1.08 Million
Q3 2022

Nov 14, 2022
BUY
$135.99 - $161.15 $6,799 - $8,057
50 Added 0.68%
7,422 $1.01 Million
Q2 2022

Aug 15, 2022
SELL
$140.99 - $168.41 $350,783 - $419,004
-2,488 Reduced 25.23%
7,372 $1.07 Million
Q1 2022

May 13, 2022
BUY
$157.15 - $170.51 $84,389 - $91,563
537 Added 5.76%
9,860 $1.64 Million
Q4 2021

Feb 15, 2022
BUY
$157.12 - $168.08 $1.46 Million - $1.57 Million
9,323 New
9,323 $1.57 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
Track This Portfolio

Track West Michigan Advisors, LLC Portfolio

Follow West Michigan Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Michigan Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Michigan Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email