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

Wr Wealth Planners, LLC

$347 Million
Q3 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 $18,980. This represents 0.01% of its overall portfolio holdings.

Number of Shares

Previous 96 -0.0%

Holding current value

$18,980

Previous $16,000 12.5%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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
Q4 2022 Oct 10, 2024	BUY	$136.78 - $158.99 $136 - $158	1 Added 1.09%	93 $14.1 Million
Q3 2022 Oct 10, 2024	SELL	$135.99 - $161.15 $543 - $644	-4 Reduced 4.17%	92 $12.5 Million
Q2 2022 Oct 17, 2024	BUY	$140.99 - $168.41 $140 - $168	1 Added 1.1%	92 $13.3 Million
Q1 2022 Oct 17, 2024	SELL	$157.15 - $170.51 $785 - $852	-5 Reduced 5.21%	91 $15.1 Million

Others Institutions Holding IWD

# of Institutions

1,715

Shares Held

256M

Call Options Held

606K

Put Options Held

653K

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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