Cahill Financial Advisors Inc Ishares Russell 1000 Val ETF Transaction History

Cahill Financial Advisors Inc

  • $714 Million
  • Q1 2025

A detailed history of Cahill Financial Advisors Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Cahill Financial Advisors Inc holds 2,737 shares of IWD stock, worth $516,252. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,737
Previous 2,736 0.04%
Holding current value
$516,252
Previous $506,000 1.58%
% of portfolio
0.07%
Previous 0.07%

Shares

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

May 14, 2025
BUY
$182.82 - $196.21 $182 - $196
1 Added 0.04%
2,737 $514,000
Q4 2024

Feb 13, 2025
BUY
$183.23 - $199.79 $366 - $399
2 Added 0.07%
2,736 $506,000
Q3 2024

Nov 12, 2024
SELL
$173.36 - $189.8 $937,184 - $1.03 Million
-5,406 Reduced 66.41%
2,734 $518,000
Q2 2024

Aug 06, 2024
SELL
$169.4 - $179.05 $90,459 - $95,612
-534 Reduced 6.16%
8,140 $1.42 Million
Q1 2024

May 13, 2024
SELL
$161.84 - $179.11 $39,488 - $43,702
-244 Reduced 2.74%
8,674 $1.55 Million
Q4 2023

Feb 13, 2024
SELL
$143.69 - $165.7 $33,479 - $38,608
-233 Reduced 2.55%
8,918 $1.47 Million
Q3 2023

Nov 14, 2023
SELL
$151.73 - $163.56 $34,897 - $37,618
-230 Reduced 2.45%
9,151 $1.39 Million
Q2 2023

Aug 14, 2023
SELL
$148.55 - $157.83 $69,967 - $74,337
-471 Reduced 4.78%
9,381 $1.48 Million
Q1 2023

May 11, 2023
SELL
$145.2 - $161.56 $15,391 - $17,125
-106 Reduced 1.06%
9,852 $1.5 Million
Q4 2022

Feb 14, 2023
SELL
$136.78 - $158.99 $37,340 - $43,404
-273 Reduced 2.67%
9,958 $1.51 Million
Q3 2022

Nov 14, 2022
SELL
$135.99 - $161.15 $61,875 - $73,323
-455 Reduced 4.26%
10,231 $1.39 Million
Q2 2022

Aug 08, 2022
SELL
$140.99 - $168.41 $55,973 - $66,858
-397 Reduced 3.58%
10,686 $0
Q1 2022

May 12, 2022
SELL
$157.15 - $170.51 $423,362 - $459,353
-2,694 Reduced 19.55%
11,083 $1.84 Million
Q4 2021

Feb 11, 2022
SELL
$157.12 - $168.08 $415,896 - $444,907
-2,647 Reduced 16.12%
13,777 $2.31 Million
Q3 2021

Nov 16, 2021
SELL
$154.62 - $164.07 $822,269 - $872,524
-5,318 Reduced 24.46%
16,424 $2.57 Million
Q2 2021

Aug 16, 2021
SELL
$152.86 - $162.4 $447,879 - $475,832
-2,930 Reduced 11.88%
21,742 $3.45 Million
Q1 2021

May 17, 2021
BUY
$134.89 - $153.0 $237,001 - $268,821
1,757 Added 7.67%
24,672 $3.74 Million
Q4 2020

Feb 17, 2021
BUY
$115.84 - $136.73 $139,355 - $164,486
1,203 Added 5.54%
22,915 $3.13 Million
Q3 2020

Nov 17, 2020
BUY
$111.27 - $124.26 $81,115 - $90,585
729 Added 3.47%
21,712 $2.57 Million
Q2 2020

Aug 12, 2020
BUY
$94.52 - $125.14 $40,454 - $53,559
428 Added 2.08%
20,983 $2.36 Million
Q1 2020

May 18, 2020
BUY
$85.17 - $138.52 $759,120 - $1.23 Million
8,913 Added 76.56%
20,555 $2.04 Million
Q1 2020

May 15, 2020
SELL
$85.17 - $138.52 $664,070 - $1.08 Million
-7,797 Reduced 40.11%
11,642 $302,000
Q4 2019

Feb 14, 2020
BUY
$123.85 - $136.67 $125,088 - $138,036
1,010 Added 5.48%
19,439 $0
Q3 2019

Nov 14, 2019
BUY
$127.92 - $130.25 $90,439 - $92,086
707 Added 3.99%
18,429 $0
Q2 2019

Aug 14, 2019
BUY
N/A
1,025 Added 6.14%
17,722 $2.26 Million
Q1 2019

May 16, 2019
BUY
N/A
522 Added 3.23%
16,697 $2.06 Million
Q4 2018

Feb 15, 2019
BUY
N/A
419 Added 2.66%
16,175 $1.8 Million
Q3 2018

Nov 13, 2018
BUY
N/A
541 Added 3.56%
15,756 $2 Million
Q2 2018

Aug 15, 2018
BUY
N/A
412 Added 2.78%
15,215 $1.85 Million
Q1 2018

May 15, 2018
BUY
N/A
296 Added 2.04%
14,803 $1.78 Million
Q4 2017

Feb 13, 2018
BUY
N/A
271 Added 1.9%
14,507 $1.8 Million
Q3 2017

Nov 14, 2017
BUY
N/A
666 Added 4.91%
14,236 $1.69 Million
Q2 2017

Aug 14, 2017
BUY
N/A
13,570
13,570 $1.58 Million

Others Institutions Holding IWD

# of Institutions
1,907
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
Track This Portfolio

Track Cahill Financial Advisors Inc Portfolio

Follow Cahill Financial Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cahill Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cahill Financial Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email