Clifford Group, LLC Ishares Russell 1000 Val ETF Transaction History

Clifford Group, LLC

$107 Billion
Q1 2025

A detailed history of Clifford Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Clifford Group, LLC holds 8,247 shares of IWD stock, worth $1.56 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares

8,247

Previous 8,547 3.51%

Holding current value

$1.56 Million

Previous $1.58 Billion 1.93%

% of portfolio

1.45%

Previous 1.21%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$182.82 - $196.21 $54,846 - $58,863	-300 Reduced 3.51%	8,247 $1.55 Billion
Q4 2024 Feb 12, 2025	SELL	$183.23 - $199.79 $5,313 - $5,793	-29 Reduced 0.34%	8,547 $1.58 Billion
Q3 2024 Nov 12, 2024	SELL	$173.36 - $189.8 $56,342 - $61,685	-325 Reduced 3.65%	8,576 $1.63 Billion
Q2 2024 Aug 12, 2024	SELL	$169.4 - $179.05 $16,601 - $17,546	-98 Reduced 1.09%	8,901 $1.55 Billion
Q1 2024 May 15, 2024	SELL	$161.84 - $179.11 $21,848 - $24,179	-135 Reduced 1.48%	8,999 $1.61 Billion
Q4 2023 Feb 14, 2024	SELL	$143.69 - $165.7 $62,936 - $72,576	-438 Reduced 4.58%	9,134 $1.51 Billion
Q3 2023 Nov 14, 2023	SELL	$151.73 - $163.56 $10,317 - $11,122	-68 Reduced 0.71%	9,572 $1.45 Billion
Q2 2023 Aug 14, 2023	SELL	$148.55 - $157.83 $60,311 - $64,078	-406 Reduced 4.04%	9,640 $1.52 Billion
Q1 2023 May 15, 2023	SELL	$145.2 - $161.56 $74,487 - $82,880	-513 Reduced 4.86%	10,046 $1.53 Billion
Q4 2022 Feb 13, 2023	BUY	$136.78 - $158.99 $1.44 Million - $1.68 Million	10,559 New	10,559 $1.6 Billion

Others Institutions Holding IWD

# of Institutions

1,907

Shares Held

279M

Call Options Held

617K

Put Options Held

5.88M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Clifford Group, LLC Ishares Russell 1000 Val ETF Transaction History