Baron Silver Stevens Financial Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Baron Silver Stevens Financial Advisors, LLC

  • $569 Million
  • Q1 2025

A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 7,836 shares of IWD stock, worth $1.4 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
7,836
Previous 8,508 7.9%
Holding current value
$1.4 Million
Previous $1.58 Million 6.41%
% of portfolio
0.26%
Previous 0.27%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
$182.82 - $196.21 $122,855 - $131,853
-672 Reduced 7.9%
7,836 $1.47 Million
Q4 2024

Jan 17, 2025
SELL
$183.23 - $199.79 $25,835 - $28,170
-141 Reduced 1.63%
8,508 $1.58 Million
Q2 2024

Jul 18, 2024
SELL
$169.4 - $179.05 $6,098 - $6,445
-36 Reduced 0.41%
8,649 $1.51 Million
Q1 2024

May 02, 2024
SELL
$161.84 - $179.11 $46,448 - $51,404
-287 Reduced 3.2%
8,685 $1.56 Million
Q4 2023

Feb 07, 2024
SELL
$143.69 - $165.7 $54,745 - $63,131
-381 Reduced 4.07%
8,972 $1.48 Million
Q3 2023

Oct 31, 2023
SELL
$151.73 - $163.56 $7,889 - $8,505
-52 Reduced 0.55%
9,353 $1.42 Million
Q2 2023

Jul 24, 2023
BUY
$148.55 - $157.83 $33,423 - $35,511
225 Added 2.45%
9,405 $1.48 Million
Q4 2022

Jan 30, 2023
BUY
$136.78 - $158.99 $136 - $158
1 Added 0.01%
9,180 $1.39 Million
Q3 2022

Nov 02, 2022
SELL
$135.99 - $161.15 $103,216 - $122,312
-759 Reduced 7.64%
9,179 $244,000
Q2 2022

Jul 26, 2022
BUY
$140.99 - $168.41 $106,870 - $127,654
758 Added 8.26%
9,938 $1.44 Million
Q1 2022

May 03, 2022
BUY
$157.15 - $170.51 $157 - $170
1 Added 0.01%
9,180 $1.52 Million
Q4 2021

Jan 31, 2022
SELL
$157.12 - $168.08 $47,136 - $50,424
-300 Reduced 3.16%
9,179 $1.54 Million
Q3 2021

Nov 12, 2021
SELL
$154.62 - $164.07 $105,760 - $112,223
-684 Reduced 6.73%
9,479 $1.48 Million
Q2 2021

Jul 27, 2021
BUY
$152.86 - $162.4 $1.55 Million - $1.65 Million
10,163 New
10,163 $1.61 Million
Q1 2021

Apr 27, 2021
SELL
$134.89 - $153.0 $1.37 Million - $1.55 Million
-10,163 Closed
0 $0
Q4 2020

Mar 19, 2021
BUY
$115.84 - $136.73 $1.18 Million - $1.39 Million
10,163 New
10,163 $1.39 Million

Others Institutions Holding IWD

# of Institutions
1,904
Shares Held
279M
Call Options Held
617K
Put Options Held
5.88M
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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