A detailed history of Wetzel Investment Advisors, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 7,254 shares of IWD stock, worth $1.41 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
7,254
Previous 7,279 0.34%
Holding current value
$1.41 Million
Previous $1.27 Million 8.43%
% of portfolio
0.71%
Previous 0.73%

Shares

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

Oct 29, 2024

SELL
$173.36 - $189.8 $4,334 - $4,745
-25 Reduced 0.34%
7,254 $1.38 Million
Q2 2024

Aug 07, 2024

BUY
$169.4 - $179.05 $2,879 - $3,043
17 Added 0.23%
7,279 $1.27 Million
Q1 2024

Apr 23, 2024

SELL
$161.84 - $179.11 $6,149 - $6,806
-38 Reduced 0.52%
7,262 $1.3 Million
Q4 2023

Jan 31, 2024

BUY
$143.69 - $165.7 $1.05 Million - $1.21 Million
7,300 New
7,300 $1.21 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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