Atomi Financial Group, Inc. Ishares Russell 1000 Val ETF Transaction History

Atomi Financial Group, Inc.

$2.19 Trillion
Q1 2025

A detailed history of Atomi Financial Group, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Atomi Financial Group, Inc. holds 4,655 shares of IWD stock, worth $878,026. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,655

Previous 5,169 9.94%

Holding current value

$878,026

Previous $957 Million 8.47%

% of portfolio

0.04%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$182.82 - $196.21 $93,969 - $100,851	-514 Reduced 9.94%	4,655 $876 Million
Q4 2024 Jan 16, 2025	SELL	$183.23 - $199.79 $79,338 - $86,509	-433 Reduced 7.73%	5,169 $957 Million
Q3 2024 Oct 08, 2024	BUY	$173.36 - $189.8 $134,700 - $147,474	777 Added 16.1%	5,602 $1.06 Billion
Q2 2024 Jul 26, 2024	BUY	$169.4 - $179.05 $83,344 - $88,092	492 Added 11.35%	4,825 $842 Million
Q1 2024 May 07, 2024	BUY	$161.84 - $179.11 $161 - $179	1 Added 0.02%	4,333 $776 Million
Q4 2023 Feb 08, 2024	BUY	$143.69 - $165.7 $101,445 - $116,984	706 Added 19.47%	4,332 $716 Million
Q3 2023 Nov 09, 2023	SELL	$151.73 - $163.56 $3,034 - $3,271	-20 Reduced 0.55%	3,626 $550 Million
Q2 2023 Aug 03, 2023	BUY	$148.55 - $157.83 $541,613 - $575,448	3,646 New	3,646 $575 Million

Others Institutions Holding IWD

# of Institutions

1,907

Shares Held

279M

Call Options Held

617K

Put Options Held

5.88M

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About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
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Atomi Financial Group, Inc. Ishares Russell 1000 Val ETF Transaction History