Apella Capital, LLC Ishares Russell 1000 Val ETF Transaction History

Apella Capital, LLC

  • $3.51 Billion
  • Q2 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 44,658 shares of IWD stock, worth $8.74 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
44,658
Previous 56,372 20.78%
Holding current value
$8.74 Million
Previous $10.5 Million 17.4%
% of portfolio
0.25%
Previous 0.36%

Shares

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

Jul 08, 2025
SELL
$166.82 - $194.23 $1.95 Million - $2.28 Million
-11,714 Reduced 20.78%
44,658 $8.67 Million
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
1,944
Shares Held
267M
Call Options Held
722K
Put Options Held
5.49M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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