Becker Capital Management Inc Ishares Russell 1000 Val ETF Transaction History

Becker Capital Management Inc

$2.95 Billion
Q1 2025

A detailed history of Becker Capital Management Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Becker Capital Management Inc holds 18,127 shares of IWD stock, worth $3.55 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

18,127

Previous 11,154 62.52%

Holding current value

$3.55 Million

Previous $2.06 Million 65.21%

% of portfolio

0.12%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$182.82 - $196.21 $1.27 Million - $1.37 Million	6,973 Added 62.52%	18,127 $3.41 Million
Q4 2024 Feb 14, 2025	SELL	$183.23 - $199.79 $1.05 Million - $1.14 Million	-5,715 Reduced 33.88%	11,154 $2.06 Million
Q3 2024 Nov 08, 2024	BUY	$173.36 - $189.8 $2.23 Million - $2.45 Million	12,892 Added 324.16%	16,869 $3.2 Million
Q2 2024 Aug 13, 2024	BUY	$169.4 - $179.05 $35,404 - $37,421	209 Added 5.55%	3,977 $693,000
Q1 2024 May 15, 2024	SELL	$161.84 - $179.11 $1.49 Million - $1.64 Million	-9,181 Reduced 70.9%	3,768 $674,000
Q4 2023 Feb 14, 2024	BUY	$143.69 - $165.7 $211,942 - $244,407	1,475 Added 12.86%	12,949 $2.14 Million
Q3 2023 Nov 14, 2023	BUY	$151.73 - $163.56 $909,773 - $980,705	5,996 Added 109.46%	11,474 $1.74 Million
Q2 2023 Aug 11, 2023	SELL	$148.55 - $157.83 $118,097 - $125,474	-795 Reduced 12.67%	5,478 $864,000
Q1 2023 May 15, 2023	BUY	$145.2 - $161.56 $910,839 - $1.01 Million	6,273 New	6,273 $955,000

Others Institutions Holding IWD

# of Institutions

1,931

Shares Held

275M

Call Options Held

617K

Put Options Held

5.88M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
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Becker Capital Management Inc Ishares Russell 1000 Val ETF Transaction History