York Bridge Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History

York Bridge Wealth Partners, LLC

  • $394 Million
  • Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 4,783 shares of IWD stock, worth $923,023. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,783
Previous 4,783 -0.0%
Holding current value
$923,023
Previous $650,000 11.54%
% of portfolio
0.18%
Previous 0.17%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 18, 2022
BUY
$135.99 - $161.15 $22,710 - $26,912
167 Added 3.62%
4,783 $650,000
Q2 2022

Jul 15, 2022
BUY
$140.99 - $168.41 $9,164 - $10,946
65 Added 1.43%
4,616 $669,000
Q1 2022

Apr 15, 2022
BUY
$157.15 - $170.51 $15,872 - $17,221
101 Added 2.27%
4,551 $755,000
Q3 2021

Oct 22, 2021
BUY
$154.62 - $164.07 $107,306 - $113,864
694 Added 18.48%
4,450 $696,000
Q4 2020

Jan 19, 2021
BUY
$115.84 - $136.73 $21,430 - $25,295
185 Added 5.18%
3,756 $514,000
Q3 2020

Oct 19, 2020
SELL
$111.27 - $124.26 $27,817 - $31,065
-250 Reduced 6.54%
3,571 $422,000
Q2 2020

Jul 20, 2020
SELL
$94.52 - $125.14 $49,717 - $65,823
-526 Reduced 12.1%
3,821 $430,000
Q1 2020

Apr 16, 2020
BUY
$85.17 - $138.52 $3,832 - $6,233
45 Added 1.05%
4,347 $431,000
Q1 2019

May 09, 2019
SELL
N/A
-1,872 Reduced 30.32%
4,302 $531,000
Q4 2018

Feb 14, 2019
BUY
N/A
1,342 Added 27.77%
6,174 $686,000
Q1 2018

May 15, 2018
SELL
N/A
-48 Reduced 0.98%
4,832 $585,000
Q4 2017

Feb 12, 2018
SELL
N/A
-50 Reduced 1.01%
4,880 $591,000
Q3 2017

Oct 27, 2017
SELL
N/A
-1,190 Reduced 19.44%
4,930 $584,000
Q2 2017

Aug 14, 2017
BUY
N/A
6,120
6,120 $718,000

Others Institutions Holding IWD

# of Institutions
1,714
Shares Held
256M
Call Options Held
606K
Put Options Held
653K
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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