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

Canvas Wealth Advisors, LLC

  • $470 Million
  • Q2 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 4,630 shares of IWD stock, worth $938,176. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,630
Previous 3,285 40.94%
Holding current value
$938,176
Previous $618,000 45.47%
% of portfolio
0.19%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,949
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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