Blue Chip Wealth Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Blue Chip Wealth Advisors LLC

$234 Billion
Q3 2025

A detailed history of Blue Chip Wealth Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 5,205 shares of IWD stock, worth $1.07 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

5,205

Previous 5,357 2.84%

Holding current value

$1.07 Million

Previous $1.04 Billion 1.85%

% of portfolio

0.45%

Previous 0.46%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$192.76 - $203.86 $29,299 - $30,986	-152 Reduced 2.84%	5,205 $1.06 Billion
Q4 2024 Feb 12, 2025	BUY	$183.23 - $199.79 $16,124 - $17,581	88 Added 1.67%	5,357 $992 Million
Q3 2024 Nov 14, 2024	BUY	$173.36 - $189.8 $72,811 - $79,716	420 Added 8.66%	5,269 $1 Billion
Q2 2024 Aug 12, 2024	SELL	$169.4 - $179.05 $5,929 - $6,266	-35 Reduced 0.72%	4,849 $846 Million
Q1 2024 Apr 30, 2024	BUY	$161.84 - $179.11 $9,063 - $10,030	56 Added 1.16%	4,884 $875 Million
Q4 2023 Mar 15, 2024	BUY	$143.69 - $165.7 $693,735 - $799,999	4,828 New	4,828 $798 Million

Others Institutions Holding IWD

# of Institutions

1,991

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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Blue Chip Wealth Advisors LLC Ishares Russell 1000 Val ETF Transaction History