Willner & Heller, LLC Ishares Russell 1000 Val ETF Transaction History

Willner & Heller, LLC

  • $87.7 Million
  • Q4 2023

A detailed history of Willner & Heller, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Willner & Heller, LLC holds 2,081 shares of IWD stock, worth $365,444. This represents 0.39% of its overall portfolio holdings.

Number of Shares
2,081
Previous 2,309 9.87%
Holding current value
$365,444
Previous $350,000 2.0%
% of portfolio
0.39%
Previous 0.5%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 06, 2024
SELL
$143.69 - $165.7 $32,761 - $37,779
-228 Reduced 9.87%
2,081 $343,000
Q4 2022

Feb 14, 2023
BUY
$148.0 - $158.99 $2,220 - $2,384
15 Added 0.65%
2,309 $350,000
Q3 2022

Oct 24, 2022
BUY
N/A
15 Added 0.66%
2,294 $312,000
Q2 2022

Jul 22, 2022
BUY
N/A
19 Added 0.84%
2,279 $330,000
Q1 2022

Jul 05, 2022
BUY
N/A
10 Added 0.44%
2,260 $379,000
Q4 2021

Jun 06, 2022
BUY
N/A
2,250 New
2,250 $352,000

Others Institutions Holding IWD

# of Institutions
1,637
Shares Held
251M
Call Options Held
509K
Put Options Held
50K
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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