Beacon Financial Strategies Corp Ishares Russell 1000 Val ETF Transaction History

Beacon Financial Strategies Corp

$159 Billion
Q2 2025

A detailed history of Beacon Financial Strategies Corp transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Beacon Financial Strategies Corp holds 3,128 shares of IWD stock, worth $633,826. This represents 0.38% of its overall portfolio holdings.

Number of Shares

3,128

Previous 3,124 0.13%

Holding current value

$633,826

Previous $588 Million 3.34%

% of portfolio

0.38%

Previous 0.4%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Sep 25, 2025	BUY	$166.82 - $194.23 $667 - $776	4 Added 0.13%	3,128 $608 Million
Q1 2025 Sep 25, 2025	SELL	$182.82 - $196.21 $6,398 - $6,867	-35 Reduced 1.11%	3,124 $588 Million
Q4 2024 Sep 25, 2025	SELL	$183.23 - $199.79 $2,015 - $2,197	-11 Reduced 0.35%	3,159 $585 Million
Q3 2024 Sep 25, 2025	SELL	$173.36 - $189.8 $5,200 - $5,694	-30 Reduced 0.94%	3,170 $602 Million
Q2 2024 Sep 25, 2025	BUY	$169.4 - $179.05 $508 - $537	3 Added 0.09%	3,200 $558 Million
Q1 2024 Sep 25, 2025	BUY	$161.84 - $179.11 $485 - $537	3 Added 0.09%	3,197 $573 Million
Q4 2023 Sep 25, 2025	BUY	$143.69 - $165.7 $1,293 - $1,491	9 Added 0.28%	3,194 $528 Million
Q2 2023 Sep 25, 2025	BUY	$148.55 - $157.83 $445 - $473	3 Added 0.09%	3,185 $503 Million
Q1 2023 Sep 25, 2025	BUY	$145.2 - $161.56 $435 - $484	3 Added 0.09%	3,182 $485 Million
Q4 2022 Sep 25, 2025	BUY	$136.78 - $158.99 $1,367 - $1,589	10 Added 0.32%	3,179 $482 Million
Q2 2022 Sep 25, 2025	BUY	$140.99 - $168.41 $422 - $505	3 Added 0.09%	3,169 $459 Million
Q1 2022 Sep 25, 2025	BUY	$157.15 - $170.51 $471 - $511	3 Added 0.09%	3,166 $525 Million
Q4 2021 Sep 25, 2025	BUY	$157.12 - $168.08 $1,099 - $1,176	7 Added 0.22%	3,163 $531 Million
Q3 2021 Sep 25, 2025	SELL	$154.62 - $164.07 $239,661 - $254,308	-1,550 Reduced 32.94%	3,156 $494 Million
Q2 2021 Sep 25, 2025	BUY	$152.86 - $162.4 $719,359 - $764,254	4,706 New	4,706 $746 Million

Others Institutions Holding IWD

# of Institutions

1,949

Shares Held

267M

Call Options Held

722K

Put Options Held

5.49M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
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Beacon Financial Strategies Corp Ishares Russell 1000 Val ETF Transaction History