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

Caldwell Sutter Capital, Inc.

$210 Billion
Q1 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 $119,311. This represents 0.06% of its overall portfolio holdings.

Number of Shares

674

Previous 574 17.42%

Holding current value

$119,311

Previous $106 Million 19.34%

% of portfolio

0.06%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,883

Shares Held

288M

Call Options Held

1.31M

Put Options Held

1.09M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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