Tanglewood Legacy Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Tanglewood Legacy Advisors, LLC

  • $244 Billion
  • Q2 2025

A detailed history of Tanglewood Legacy Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 23,702 shares of IWD stock, worth $4.64 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares
23,702
Previous 29,129 18.63%
Holding current value
$4.64 Million
Previous $5.48 Billion 16.0%
% of portfolio
1.89%
Previous 2.4%

Shares

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

Aug 08, 2025
SELL
$166.82 - $194.23 $905,332 - $1.05 Million
-5,427 Reduced 18.63%
23,702 $4.6 Billion
Q1 2025

Apr 22, 2025
BUY
$182.82 - $196.21 $266,734 - $286,270
1,459 Added 5.27%
29,129 $5.48 Billion
Q4 2024

Jan 30, 2025
SELL
$183.23 - $199.79 $52,953 - $57,739
-289 Reduced 1.03%
27,670 $5.12 Billion
Q3 2024

Oct 15, 2024
BUY
$173.36 - $189.8 $6,240 - $6,832
36 Added 0.13%
27,959 $5.31 Billion
Q2 2024

Jul 17, 2024
SELL
$169.4 - $179.05 $222,761 - $235,450
-1,315 Reduced 4.5%
27,923 $4.87 Billion
Q1 2024

Apr 16, 2024
SELL
$161.84 - $179.11 $12,461 - $13,791
-77 Reduced 0.26%
29,238 $5.24 Billion
Q4 2023

Jan 22, 2024
SELL
$143.69 - $165.7 $23,565 - $27,174
-164 Reduced 0.56%
29,315 $4.84 Billion
Q3 2023

Oct 18, 2023
SELL
$151.73 - $163.56 $10,317 - $11,122
-68 Reduced 0.23%
29,479 $4.48 Billion
Q2 2023

Aug 01, 2023
SELL
$148.55 - $157.83 $41,148 - $43,718
-277 Reduced 0.93%
29,547 $4.66 Billion
Q1 2023

Apr 17, 2023
SELL
$145.2 - $161.56 $49,513 - $55,091
-341 Reduced 1.13%
29,824 $4.54 Billion
Q4 2022

Feb 13, 2023
BUY
$136.78 - $158.99 $4.13 Million - $4.8 Million
30,165 New
30,165 $4.57 Billion

Others Institutions Holding IWD

# of Institutions
1,931
Shares Held
275M
Call Options Held
617K
Put Options Held
5.88M
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 Tanglewood Legacy Advisors, LLC Portfolio

Follow Tanglewood Legacy Advisors, 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 Tanglewood Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tanglewood Legacy Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email