Strategic Financial Concepts, LLC Ishares Russell 1000 Val ETF Transaction History

Strategic Financial Concepts, LLC

  • $711 Billion
  • Q2 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 1,388 shares of IWD stock, worth $271,576. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,388
Previous 2,465 43.69%
Holding current value
$271,576
Previous $464 Million 41.87%
% of portfolio
0.04%
Previous 0.09%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$166.82 - $194.23 $179,665 - $209,185
-1,077 Reduced 43.69%
1,388 $270 Million
Q1 2025

Apr 28, 2025
BUY
$182.82 - $196.21 $365 - $392
2 Added 0.08%
2,465 $464 Million
Q4 2024

Jan 30, 2025
SELL
$183.23 - $199.79 $76.6 Million - $83.6 Million
-418,220 Reduced 99.41%
2,463 $456 Million
Q4 2024

Jan 27, 2025
BUY
$183.23 - $199.79 $76.7 Million - $83.6 Million
418,414 Added 18440.46%
420,683 $456 Million
Q3 2024

Nov 12, 2024
SELL
$173.36 - $189.8 $71.5 Million - $78.3 Million
-412,686 Reduced 99.45%
2,269 $431 Million
Q2 2024

Aug 06, 2024
BUY
$169.4 - $179.05 $69.9 Million - $73.9 Million
412,645 Added 17863.42%
414,955 $35.8 Million
Q1 2024

Apr 22, 2024
BUY
$161.84 - $179.11 $373,850 - $413,744
2,310 New
2,310 $414 Million
Q2 2023

Sep 06, 2023
BUY
$148.55 - $157.83 $297 - $315
2 Added 0.13%
1,577 $249 Million
Q1 2023

Sep 06, 2023
BUY
$145.2 - $161.56 $228,689 - $254,457
1,575 New
1,575 $240 Million

Others Institutions Holding IWD

# of Institutions
1,947
Shares Held
267M
Call Options Held
722K
Put Options Held
5.49M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Strategic Financial Concepts, LLC Portfolio

Follow Strategic Financial Concepts, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email