Caldwell Sutter Capital, Inc. Ishares Russell 1000 Val ETF Transaction History

Caldwell Sutter Capital, Inc.

  • $218 Billion
  • Q2 2025

A detailed history of Caldwell Sutter Capital, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Caldwell Sutter Capital, Inc. holds 674 shares of IWD stock, worth $136,572. This represents 0.06% of its overall portfolio holdings.

Number of Shares
674
Previous 674 -0.0%
Holding current value
$136,572
Previous $127 Million 3.23%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Apr 16, 2025
BUY
$182.82 - $196.21 $18,282 - $19,621
100 Added 17.42%
674 $127 Million
Q2 2024

Jul 22, 2024
SELL
$169.4 - $179.05 $11,858 - $12,533
-70 Reduced 10.87%
574 $100 Million
Q4 2023

Jan 19, 2024
SELL
$143.69 - $165.7 $18,104 - $20,878
-126 Reduced 16.36%
644 $106 Million
Q2 2023

Jul 19, 2023
BUY
$148.55 - $157.83 $37,137 - $39,457
250 Added 48.08%
770 $122 Million
Q1 2023

Apr 25, 2023
BUY
$145.2 - $161.56 $42,253 - $47,013
291 Added 127.07%
520 $79.2 Million
Q4 2022

Feb 10, 2023
BUY
$136.78 - $158.99 $31,322 - $36,408
229 New
229 $34.7 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

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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