Arkadios Wealth Advisors Ishares Russell 1000 Val ETF Transaction History

Arkadios Wealth Advisors

$3.83 Billion
Q3 2025

A detailed history of Arkadios Wealth Advisors transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Arkadios Wealth Advisors holds 73,261 shares of IWD stock, worth $15 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

73,261

Previous 58,419 25.41%

Holding current value

$15 Million

Previous $11.3 Million 31.46%

% of portfolio

0.39%

Previous 0.36%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$192.76 - $203.86 $2.86 Million - $3.03 Million	14,842 Added 25.41%	73,261 $14.9 Million
Q2 2025 Aug 04, 2025	BUY	$166.82 - $194.23 $3.69 Million - $4.29 Million	22,102 Added 60.86%	58,419 $11.3 Million
Q1 2025 May 08, 2025	BUY	$182.82 - $196.21 $2.75 Million - $2.95 Million	15,050 Added 70.77%	36,317 $6.83 Million
Q4 2024 Jan 15, 2025	SELL	$183.23 - $199.79 $64,130 - $69,926	-350 Reduced 1.62%	21,267 $3.94 Million
Q3 2024 Oct 24, 2024	BUY	$173.36 - $189.8 $2.06 Million - $2.26 Million	11,887 Added 122.17%	21,617 $4.1 Million

Q2 2024 Jul 29, 2024	BUY	$169.4 - $179.05 $420,620 - $444,581	2,483 Added 34.26%	9,730 $1.7 Million
Q1 2024 Apr 30, 2024	SELL	$161.84 - $179.11 $66,192 - $73,255	-409 Reduced 5.34%	7,247 $1.3 Million
Q4 2023 Jan 24, 2024	BUY	$143.69 - $165.7 $26,726 - $30,820	186 Added 2.49%	7,656 $1.27 Million
Q3 2023 Oct 13, 2023	SELL	$151.73 - $163.56 $320,757 - $345,765	-2,114 Reduced 22.06%	7,470 $1.13 Million
Q2 2023 Jul 26, 2023	BUY	$148.55 - $157.83 $248,672 - $264,207	1,674 Added 21.16%	9,584 $1.51 Million
Q1 2023 May 02, 2023	SELL	$145.2 - $161.56 $1.81 Million - $2.02 Million	-12,486 Reduced 61.22%	7,910 $1.2 Million
Q4 2022 Jan 11, 2023	BUY	$136.78 - $158.99 $362,193 - $421,005	2,648 Added 14.92%	20,396 $0
Q3 2022 Oct 21, 2022	BUY	$135.99 - $161.15 $441,151 - $522,770	3,244 Added 22.37%	17,748 $2.41 Million
Q2 2022 Jul 14, 2022	BUY	$140.99 - $168.41 $327,660 - $391,384	2,324 Added 19.08%	14,504 $2.1 Million
Q1 2022 May 02, 2022	BUY	$157.15 - $170.51 $353,430 - $383,476	2,249 Added 22.65%	12,180 $2.02 Million
Q4 2021 Feb 03, 2022	BUY	$157.12 - $168.08 $200,642 - $214,638	1,277 Added 14.76%	9,931 $1.67 Million
Q3 2021 Oct 19, 2021	SELL	$154.62 - $164.07 $553,539 - $587,370	-3,580 Reduced 29.26%	8,654 $1.35 Million
Q2 2021 Jul 28, 2021	BUY	$152.86 - $162.4 $125,803 - $133,655	823 Added 7.21%	12,234 $1.94 Million
Q1 2021 Apr 26, 2021	BUY	$134.89 - $153.0 $87,138 - $98,838	646 Added 6.0%	11,411 $1.73 Million
Q4 2020 Feb 09, 2021	BUY	$115.84 - $136.73 $442,740 - $522,582	3,822 Added 55.05%	10,765 $1.47 Million
Q3 2020 Nov 10, 2020	BUY	$111.27 - $124.26 $1,669 - $1,863	15 Added 0.22%	6,943 $855 Million
Q2 2020 Aug 10, 2020	BUY	$94.52 - $125.14 $417,872 - $553,243	4,421 Added 176.35%	6,928 $796 Million
Q1 2020 May 14, 2020	SELL	$85.17 - $138.52 $4,343 - $7,064	-51 Reduced 1.99%	2,507 $249 Million
Q4 2019 Feb 14, 2020	BUY	$123.85 - $136.67 $316,808 - $349,601	2,558 New	2,558 $0

Others Institutions Holding IWD

# of Institutions

1,992

Shares Held

265M

Call Options Held

342K

Put Options Held

5.28M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

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Arkadios Wealth Advisors Ishares Russell 1000 Val ETF Transaction History