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

Caldwell Sutter Capital, Inc.

$234 Billion
Q3 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 649 shares of IWD stock, worth $132,908. This represents 0.06% of its overall portfolio holdings.

Number of Shares

649

Previous 674 3.71%

Holding current value

$132,908

Previous $131 Million 0.93%

% of portfolio

0.06%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$192.76 - $203.86 $4,819 - $5,096	-25 Reduced 3.71%	649 $132 Million
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

2,000

Shares Held

265M

Call Options Held

342K

Put Options Held

5.28M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

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