American Financial Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

American Financial Advisors, LLC

$681 Million
Q4 2024

A detailed history of American Financial Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, American Financial Advisors, LLC holds 7,546 shares of IWD stock, worth $1.46 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

7,546

Previous 8,072 6.52%

Holding current value

$1.46 Million

Previous $1.53 Million 8.88%

% of portfolio

0.21%

Previous 0.22%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$183.23 - $199.79 $96,378 - $105,089	-526 Reduced 6.52%	7,546 $1.4 Million
Q3 2024 Oct 25, 2024	SELL	$173.36 - $189.8 $20,976 - $22,965	-121 Reduced 1.48%	8,072 $1.53 Million
Q2 2024 Jul 24, 2024	BUY	$169.4 - $179.05 $4,743 - $5,013	28 Added 0.34%	8,193 $1.43 Million
Q1 2024 Apr 22, 2024	SELL	$161.84 - $179.11 $22,819 - $25,254	-141 Reduced 1.7%	8,165 $1.46 Million
Q4 2023 Jan 31, 2024	BUY	$143.69 - $165.7 $2,730 - $3,148	19 Added 0.23%	8,306 $1.37 Million
Q2 2023 Jul 13, 2023	SELL	$148.55 - $157.83 $43,970 - $46,717	-296 Reduced 3.45%	8,287 $1.31 Million
Q1 2023 Apr 18, 2023	SELL	$145.2 - $161.56 $9,728 - $10,824	-67 Reduced 0.77%	8,583 $1.31 Million
Q4 2022 Jan 26, 2023	SELL	$136.78 - $158.99 $5,197 - $6,041	-38 Reduced 0.44%	8,650 $0
Q3 2022 Oct 17, 2022	SELL	$135.99 - $161.15 $14,686 - $17,404	-108 Reduced 1.23%	8,688 $1.18 Million
Q2 2022 Aug 01, 2022	BUY	$140.99 - $168.41 $2,396 - $2,862	17 Added 0.19%	8,796 $1.28 Million
Q1 2022 Apr 27, 2022	SELL	$157.15 - $170.51 $26,244 - $28,475	-167 Reduced 1.87%	8,779 $1.46 Million
Q4 2021 Feb 02, 2022	SELL	$157.12 - $168.08 $128,681 - $137,657	-819 Reduced 8.39%	8,946 $1.5 Million
Q3 2021 Nov 05, 2021	SELL	$154.62 - $164.07 $4,793 - $5,086	-31 Reduced 0.32%	9,765 $1.53 Million
Q2 2021 Aug 05, 2021	SELL	$152.86 - $162.4 $4,891 - $5,196	-32 Reduced 0.33%	9,796 $1.55 Million
Q1 2021 May 13, 2021	SELL	$134.89 - $153.0 $26,843 - $30,447	-199 Reduced 1.98%	9,828 $1.49 Million
Q4 2020 Feb 16, 2021	SELL	$115.84 - $136.73 $26,759 - $31,584	-231 Reduced 2.25%	10,027 $1.37 Million
Q3 2020 Nov 09, 2020	BUY	$111.27 - $124.26 $4,895 - $5,467	44 Added 0.43%	10,258 $1.21 Million
Q2 2020 Jul 30, 2020	BUY	$94.52 - $125.14 $756 - $1,001	8 Added 0.08%	10,214 $1.2 Million
Q1 2020 May 01, 2020	SELL	$85.17 - $138.52 $55,701 - $90,592	-654 Reduced 6.02%	10,206 $1.12 Million
Q4 2019 Feb 14, 2020	SELL	$123.85 - $136.67 $111,465 - $123,002	-900 Reduced 7.65%	10,860 $1.39 Million
Q3 2019 Oct 31, 2019	SELL	$127.92 - $130.25 $180,111 - $183,392	-1,408 Reduced 10.69%	11,760 $1.51 Million
Q2 2019 Aug 06, 2019	SELL	N/A	-835 Reduced 5.96%	13,168 $1.68 Million
Q1 2019 Apr 23, 2019	SELL	N/A	-1,556 Reduced 10.0%	14,003 $1.73 Million
Q4 2018 Feb 15, 2019	BUY	N/A	15,559 New	15,559 $1.73 Million

Others Institutions Holding IWD

# of Institutions

1,772

Shares Held

257M

Call Options Held

606K

Put Options Held

653K

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
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American Financial Advisors, LLC Ishares Russell 1000 Val ETF Transaction History