Western Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Western Wealth Management, LLC

  • $1.33 Billion
  • Q2 2024

A detailed history of Western Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Western Wealth Management, LLC holds 14,759 shares of IWD stock, worth $2.77 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
14,759
Previous 14,525 1.61%
Holding current value
$2.77 Million
Previous $2.6 Million 1.0%
% of portfolio
0.19%
Previous 0.2%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
BUY
$169.4 - $179.05 $39,639 - $41,897
234 Added 1.61%
14,759 $2.58 Million
Q1 2024

May 02, 2024
SELL
$161.84 - $179.11 $258,620 - $286,217
-1,598 Reduced 9.91%
14,525 $2.6 Million
Q4 2023

Jan 31, 2024
BUY
$143.69 - $165.7 $135,930 - $156,752
946 Added 6.23%
16,123 $2.66 Million
Q3 2023

Nov 07, 2023
SELL
$151.73 - $163.56 $22,304 - $24,043
-147 Reduced 0.96%
15,177 $2.3 Million
Q2 2023

Aug 30, 2023
SELL
$148.55 - $157.83 $152,709 - $162,249
-1,028 Reduced 6.29%
15,324 $2.42 Million
Q1 2023

Aug 30, 2023
SELL
$145.2 - $161.56 $2,758 - $3,069
-19 Reduced 0.12%
16,352 $2.49 Million
Q4 2022

Feb 02, 2023
SELL
$136.78 - $158.99 $2.74 Million - $3.18 Million
-20,011 Reduced 55.0%
16,371 $2.48 Million
Q3 2022

Nov 04, 2022
SELL
$135.99 - $161.15 $412,865 - $489,251
-3,036 Reduced 7.7%
36,382 $4.97 Million
Q2 2022

Jul 18, 2022
SELL
$140.99 - $168.41 $2,678 - $3,199
-19 Reduced 0.05%
39,418 $5.71 Million
Q1 2022

May 10, 2022
BUY
$157.15 - $170.51 $3.77 Million - $4.09 Million
23,999 Added 155.45%
39,437 $6.55 Million
Q4 2021

Feb 14, 2022
BUY
$157.12 - $168.08 $225,781 - $241,530
1,437 Added 10.26%
15,438 $2.6 Million
Q2 2021

Aug 09, 2021
BUY
$152.86 - $162.4 $461,331 - $490,123
3,018 Added 27.48%
14,001 $2.22 Million
Q1 2021

May 14, 2021
BUY
$134.89 - $153.0 $220,545 - $250,155
1,635 Added 17.49%
10,983 $1.66 Million
Q4 2020

Feb 10, 2021
SELL
$115.84 - $136.73 $141,440 - $166,947
-1,221 Reduced 11.55%
9,348 $1.28 Million
Q3 2020

Oct 27, 2020
SELL
$111.27 - $124.26 $17,246 - $19,260
-155 Reduced 1.45%
10,569 $1.25 Million
Q2 2020

Jul 20, 2020
SELL
$94.52 - $125.14 $76,183 - $100,862
-806 Reduced 6.99%
10,724 $1.21 Million
Q1 2020

Apr 27, 2020
BUY
$85.17 - $138.52 $398,680 - $648,412
4,681 Added 68.35%
11,530 $1.14 Million
Q4 2019

Feb 10, 2020
BUY
$123.85 - $136.67 $480,042 - $529,732
3,876 Added 130.37%
6,849 $935,000
Q3 2019

Nov 08, 2019
BUY
$127.92 - $130.25 $1,023 - $1,042
8 Added 0.27%
2,973 $381,000
Q2 2019

Aug 06, 2019
BUY
N/A
17 Added 0.58%
2,965 $377,000
Q1 2019

May 10, 2019
SELL
N/A
-139 Reduced 4.5%
2,948 $364,000
Q4 2018

Feb 15, 2019
BUY
N/A
3,087 New
3,087 $343,000

Others Institutions Holding IWD

# of Institutions
1,672
Shares Held
257M
Call Options Held
229K
Put Options Held
19.7K
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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