Apella Capital, LLC Ishares Russell 1000 Val ETF Transaction History

Apella Capital, LLC

$2.88 Billion
Q1 2025

A detailed history of Apella Capital, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Apella Capital, LLC holds 56,372 shares of IWD stock, worth $10.5 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

56,372

Previous 7,589 642.81%

Holding current value

$10.5 Million

Previous $1.4 Million 647.86%

% of portfolio

0.36%

Previous 0.06%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$182.82 - $196.21 $8.92 Million - $9.57 Million	48,783 Added 642.81%	56,372 $10.5 Million
Q4 2024 Jan 14, 2025	BUY	$183.23 - $199.79 $13,742 - $14,984	75 Added 1.0%	7,589 $1.4 Million
Q3 2024 Oct 03, 2024	SELL	$173.36 - $189.8 $49,060 - $53,713	-283 Reduced 3.63%	7,514 $1.43 Million
Q2 2024 Jul 10, 2024	BUY	$169.4 - $179.05 $75,044 - $79,319	443 Added 6.02%	7,797 $1.36 Million
Q1 2024 Apr 10, 2024	SELL	$161.84 - $179.11 $7,606 - $8,418	-47 Reduced 0.64%	7,354 $1.32 Million
Q4 2023 Jan 05, 2024	BUY	$143.69 - $165.7 $220,851 - $254,680	1,537 Added 26.21%	7,401 $1.22 Million
Q3 2023 Oct 10, 2023	BUY	$151.73 - $163.56 $22,000 - $23,716	145 Added 2.54%	5,864 $890,000
Q2 2023 Jul 06, 2023	BUY	$148.55 - $157.83 $64,025 - $68,024	431 Added 8.15%	5,719 $902,000
Q4 2022 Jan 10, 2023	BUY	$136.78 - $158.99 $510,873 - $593,827	3,735 Added 240.5%	5,288 $0
Q2 2022 Jul 08, 2022	BUY	$140.99 - $168.41 $31,158 - $37,218	221 Added 16.59%	1,553 $225,000
Q1 2021 Apr 15, 2021	BUY	$134.89 - $153.0 $179,673 - $203,796	1,332 New	1,332 $202,000

Others Institutions Holding IWD

# of Institutions

1,884

Shares Held

287M

Call Options Held

1.31M

Put Options Held

1.09M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Apella Capital, LLC Ishares Russell 1000 Val ETF Transaction History