A detailed history of Westshore Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Westshore Wealth, LLC holds 102,438 shares of IWD stock, worth $19 Million. This represents 8.08% of its overall portfolio holdings.

Number of Shares
102,438
Previous 100,631 1.8%
Holding current value
$19 Million
Previous $17.6 Million 10.74%
% of portfolio
8.08%
Previous 7.32%

Shares

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

Nov 12, 2024

BUY
$173.36 - $189.8 $313,261 - $342,968
1,807 Added 1.8%
102,438 $19.4 Million
Q2 2024

Oct 31, 2024

BUY
$169.4 - $179.05 $607,299 - $641,894
3,585 Added 3.69%
100,631 $17.6 Million
Q1 2024

Oct 31, 2024

BUY
$161.84 - $179.11 $750,937 - $831,070
4,640 Added 5.02%
97,046 $17.4 Million
Q4 2023

Feb 15, 2024

BUY
$143.69 - $165.7 $1.6 Million - $1.85 Million
11,160 Added 13.74%
92,406 $15.3 Million
Q3 2023

Feb 15, 2024

BUY
$151.73 - $163.56 $2.12 Million - $2.28 Million
13,963 Added 20.75%
81,246 $12.3 Million
Q2 2023

Sep 05, 2023

BUY
$148.55 - $157.83 $204,107 - $216,858
1,374 Added 2.08%
67,283 $10.6 Million
Q1 2023

May 12, 2023

BUY
$145.2 - $161.56 $648,318 - $721,365
4,465 Added 7.27%
65,909 $10 Million
Q4 2022

Feb 14, 2023

BUY
$136.78 - $158.99 $671,726 - $780,799
4,911 Added 8.69%
61,444 $9.32 Million
Q3 2022

Nov 02, 2022

BUY
$135.99 - $161.15 $10,063 - $11,925
74 Added 0.13%
56,533 $7.69 Million
Q2 2022

Jul 15, 2022

BUY
$140.99 - $168.41 $742,453 - $886,847
5,266 Added 10.29%
56,459 $8.19 Million
Q1 2022

May 10, 2022

BUY
$157.15 - $170.51 $269,826 - $292,765
1,717 Added 3.47%
51,193 $8.5 Million
Q4 2021

Feb 17, 2022

BUY
$157.12 - $168.08 $377,088 - $403,392
2,400 Added 5.1%
49,476 $8.31 Million
Q3 2021

Nov 16, 2021

SELL
$154.62 - $164.07 $500,041 - $530,602
-3,234 Reduced 6.43%
47,076 $7.37 Million
Q2 2021

Aug 19, 2021

BUY
$152.86 - $162.4 $622,598 - $661,455
4,073 Added 8.81%
50,310 $7.98 Million
Q1 2021

May 14, 2021

BUY
$134.89 - $153.0 $2.35 Million - $2.67 Million
17,445 Added 60.59%
46,237 $7.01 Million
Q4 2019

Mar 30, 2020

BUY
$123.85 - $136.67 $3.57 Million - $3.94 Million
28,792 New
28,792 $3.93 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Westshore Wealth, LLC Portfolio

Follow Westshore Wealth, 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 Westshore Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Westshore Wealth, LLC with notifications on news.