Cathy Pareto & Associates, Inc Ishares Russell 1000 Val ETF Transaction History

Cathy Pareto & Associates, Inc

  • $121 Billion
  • Q2 2025

A detailed history of Cathy Pareto & Associates, Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Cathy Pareto & Associates, Inc holds 2,024 shares of IWD stock, worth $410,123. This represents 0.32% of its overall portfolio holdings.

Number of Shares
2,024
Previous 1,815 11.52%
Holding current value
$410,123
Previous $342 Million 15.11%
% of portfolio
0.32%
Previous 0.3%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
$166.82 - $194.23 $34,865 - $40,594
209 Added 11.52%
2,024 $393 Million
Q1 2025

Apr 10, 2025
SELL
$182.82 - $196.21 $17,916 - $19,228
-98 Reduced 5.12%
1,815 $342 Million
Q4 2024

Jan 22, 2025
BUY
$183.23 - $199.79 $350,518 - $382,198
1,913 New
1,913 $354 Million

Others Institutions Holding IWD

# of Institutions
1,947
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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