Alta Wealth Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Alta Wealth Advisors LLC

$216 Million
Q1 2025

A detailed history of Alta Wealth Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 25,041 shares of IWD stock, worth $4.48 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares

25,041

Previous 25,555 2.01%

Holding current value

$4.48 Million

Previous $4.73 Million 0.4%

% of portfolio

2.18%

Previous 2.09%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$182.82 - $196.21 $93,969 - $100,851	-514 Reduced 2.01%	25,041 $4.71 Million
Q4 2024 Jan 23, 2025	BUY	$183.23 - $199.79 $114,885 - $125,268	627 Added 2.52%	25,555 $4.73 Million
Q3 2024 Oct 18, 2024	BUY	$173.36 - $189.8 $79,225 - $86,738	457 Added 1.87%	24,928 $4.73 Million
Q2 2024 Jul 24, 2024	BUY	$169.4 - $179.05 $78,262 - $82,721	462 Added 1.92%	24,471 $4.27 Million
Q1 2024 May 01, 2024	BUY	$161.84 - $179.11 $31,882 - $35,284	197 Added 0.83%	24,009 $4.3 Million
Q4 2023 Feb 12, 2024	SELL	$143.69 - $165.7 $495,155 - $571,002	-3,446 Reduced 12.64%	23,812 $3.93 Million
Q3 2023 Oct 19, 2023	BUY	$151.73 - $163.56 $69,188 - $74,583	456 Added 1.7%	27,258 $4.14 Million
Q2 2023 Jul 17, 2023	BUY	$148.55 - $157.83 $594 - $631	4 Added 0.01%	26,802 $4.23 Million
Q1 2023 Apr 21, 2023	BUY	$145.2 - $161.56 $1,016 - $1,130	7 Added 0.03%	26,798 $4.08 Million
Q4 2022 Jan 20, 2023	SELL	$136.78 - $158.99 $106,278 - $123,535	-777 Reduced 2.82%	26,791 $0
Q3 2022 Oct 17, 2022	BUY	$135.99 - $161.15 $21,350 - $25,300	157 Added 0.57%	27,568 $3.75 Million
Q2 2022 Jul 28, 2022	BUY	$140.99 - $168.41 $158,613 - $189,461	1,125 Added 4.28%	27,411 $3.97 Million
Q1 2022 Apr 27, 2022	SELL	$157.15 - $170.51 $111,890 - $121,403	-712 Reduced 2.64%	26,286 $4.36 Million
Q4 2021 Feb 14, 2022	SELL	$157.12 - $168.08 $39,280 - $42,020	-250 Reduced 0.92%	26,998 $4.53 Million
Q3 2021 Oct 13, 2021	BUY	$154.62 - $164.07 $18,245 - $19,360	118 Added 0.43%	27,248 $4.27 Million
Q2 2021 Aug 02, 2021	SELL	$152.86 - $162.4 $30,877 - $32,804	-202 Reduced 0.74%	27,130 $4.3 Million
Q1 2021 Apr 20, 2021	BUY	$134.89 - $153.0 $34,801 - $39,474	258 Added 0.95%	27,332 $4.14 Million
Q4 2020 Feb 08, 2021	BUY	$115.84 - $136.73 $3.14 Million - $3.7 Million	27,074 New	27,074 $3.7 Million

Others Institutions Holding IWD

# of Institutions

1,908

Shares Held

280M

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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Alta Wealth Advisors LLC Ishares Russell 1000 Val ETF Transaction History