Zhang Financial LLC Ishares Russell 1000 Val ETF Transaction History

Zhang Financial LLC

  • $1.57 Billion
  • Q3 2024

A detailed history of Zhang Financial LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Zhang Financial LLC holds 2,060 shares of IWD stock, worth $407,282. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,060
Previous 2,053 0.34%
Holding current value
$407,282
Previous $358,000 8.94%
% of portfolio
0.02%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$173.36 - $189.8 $1,213 - $1,328
7 Added 0.34%
2,060 $390,000
Q2 2024

Jul 19, 2024
SELL
$169.4 - $179.05 $14,399 - $15,219
-85 Reduced 3.98%
2,053 $358,000
Q1 2024

Apr 24, 2024
BUY
$161.84 - $179.11 $161 - $179
1 Added 0.05%
2,138 $382,000
Q4 2023

Jan 31, 2024
BUY
$143.69 - $165.7 $431 - $497
3 Added 0.14%
2,137 $353,000
Q2 2023

Jul 18, 2023
BUY
$148.55 - $157.83 $317,005 - $336,809
2,134 New
2,134 $336,000

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

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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