A detailed history of Widmann Financial Services, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Widmann Financial Services, Inc. holds 28,064 shares of IWD stock, worth $4.88 Million. This represents 4.22% of its overall portfolio holdings.

Number of Shares
28,064
Previous 27,603 1.67%
Holding current value
$4.88 Million
Previous $4.56 Million 10.2%
% of portfolio
4.22%
Previous 4.11%

Shares

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

May 14, 2024

BUY
$161.84 - $179.11 $74,608 - $82,569
461 Added 1.67%
28,064 $5.03 Million
Q4 2023

Feb 13, 2024

BUY
$143.69 - $165.7 $60,493 - $69,759
421 Added 1.55%
27,603 $4.56 Million
Q3 2023

Nov 06, 2023

BUY
$151.73 - $163.56 $22,759 - $24,534
150 Added 0.55%
27,182 $4.13 Million
Q2 2023

Aug 04, 2023

BUY
$148.55 - $157.83 $11,735 - $12,468
79 Added 0.29%
27,032 $4.27 Million
Q1 2023

May 09, 2023

BUY
$145.2 - $161.56 $181,645 - $202,111
1,251 Added 4.87%
26,953 $4.1 Million
Q4 2022

Feb 06, 2023

BUY
$148.0 - $158.99 $37,592 - $40,383
254 Added 1.0%
25,702 $3.9 Million
Q3 2022

Nov 14, 2022

BUY
N/A
980 Added 4.01%
25,448 $0
Q2 2022

Aug 01, 2022

SELL
N/A
-86 Reduced 0.35%
24,468 $3.55 Million
Q1 2022

May 04, 2022

SELL
N/A
-537 Reduced 2.14%
24,554 $4.08 Million
Q4 2021

Jan 28, 2022

BUY
N/A
25,091 New
25,091 $4.21 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


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