Wr Wealth Planners, LLC Ishares Russell 1000 Val ETF Transaction History

Wr Wealth Planners, LLC

  • $318 Million
  • Q2 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 96 shares of IWD stock, worth $17,980. This represents 0.01% of its overall portfolio holdings.

Number of Shares
96
Previous 104 7.69%
Holding current value
$17,980
Previous $18,000 11.11%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 31, 2024
SELL
$169.4 - $179.05 $1,355 - $1,432
-8 Reduced 7.69%
96 $16,000
Q1 2024

Jul 31, 2024
BUY
$161.84 - $179.11 $16,831 - $18,627
104 New
104 $18,000
Q3 2023

Aug 01, 2024
SELL
$151.73 - $163.56 $16,083 - $17,337
-106 Reduced 53.0%
94 $14.2 Million
Q2 2023

Aug 01, 2024
BUY
$148.55 - $157.83 $15,449 - $16,414
104 Added 108.33%
200 $31.5 Million
Q1 2023

Aug 01, 2024
SELL
$145.2 - $161.56 $435 - $484
-3 Reduced 3.13%
93 $14.2 Million

Others Institutions Holding IWD

# of Institutions
1,640
Shares Held
256M
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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