Canvas Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Canvas Wealth Advisors, LLC

  • $530 Million
  • Q3 2025

A detailed history of Canvas Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 5,705 shares of IWD stock, worth $1.17 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
5,705
Previous 4,630 23.22%
Holding current value
$1.17 Million
Previous $899,000 29.14%
% of portfolio
0.22%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$192.76 - $203.86 $207,217 - $219,149
1,075 Added 23.22%
5,705 $1.16 Million
Q2 2025

Jul 29, 2025
BUY
$166.82 - $194.23 $224,372 - $261,239
1,345 Added 40.94%
4,630 $899,000
Q1 2025

Apr 24, 2025
BUY
$182.82 - $196.21 $600,563 - $644,549
3,285 New
3,285 $618,000

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

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