Capital Group Private Client Services, Inc. Ishares Russell 1000 Val ETF Transaction History

Capital Group Private Client Services, Inc.

$10.6 Billion
Q2 2025

A detailed history of Capital Group Private Client Services, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Capital Group Private Client Services, Inc. holds 4,263 shares of IWD stock, worth $863,342. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,263

Previous 4,289 0.61%

Holding current value

$863,342

Previous $807,000 2.6%

% of portfolio

0.01%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$166.82 - $194.23 $4,337 - $5,049	-26 Reduced 0.61%	4,263 $828,000
Q1 2025 May 12, 2025	SELL	$182.82 - $196.21 $7,495 - $8,044	-41 Reduced 0.95%	4,289 $807,000
Q4 2024 Feb 13, 2025	BUY	$183.23 - $199.79 $168,205 - $183,407	918 Added 26.91%	4,330 $801,000
Q3 2024 Nov 13, 2024	SELL	$173.36 - $189.8 $9,361 - $10,249	-54 Reduced 1.56%	3,412 $647,000
Q2 2024 Aug 13, 2024	BUY	$169.4 - $179.05 $587,140 - $620,587	3,466 New	3,466 $604,000

Others Institutions Holding IWD

# of Institutions

1,963

Shares Held

267M

Call Options Held

722K

Put Options Held

5.49M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Capital Group Private Client Services, Inc. Ishares Russell 1000 Val ETF Transaction History