Central Valley Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Central Valley Advisors, LLC

$294 Billion
Q2 2025

A detailed history of Central Valley Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Central Valley Advisors, LLC holds 12,972 shares of IWD stock, worth $2.54 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

12,972

Previous 26,273 50.63%

Holding current value

$2.54 Million

Previous $4.94 Billion 49.03%

% of portfolio

0.86%

Previous 1.87%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	SELL	$166.82 - $194.23 $2.22 Million - $2.58 Million	-13,301 Reduced 50.63%	12,972 $2.52 Billion
Q1 2025 Apr 15, 2025	SELL	$182.82 - $196.21 $219,384 - $235,452	-1,200 Reduced 4.37%	26,273 $4.94 Billion
Q4 2024 Jan 14, 2025	SELL	$183.23 - $199.79 $39,944 - $43,554	-218 Reduced 0.79%	27,473 $5.09 Billion
Q3 2024 Oct 04, 2024	SELL	$173.36 - $189.8 $2,947 - $3,226	-17 Reduced 0.06%	27,691 $5.26 Billion
Q2 2024 Jul 12, 2024	SELL	$169.4 - $179.05 $550,550 - $581,912	-3,250 Reduced 10.5%	27,708 $4.72 Billion
Q1 2024 Apr 12, 2024	SELL	$161.84 - $179.11 $272,538 - $301,621	-1,684 Reduced 5.16%	30,958 $5.54 Billion
Q4 2023 Feb 09, 2024	BUY	$143.69 - $165.7 $4.69 Million - $5.41 Million	32,642 New	32,642 $5.39 Billion

Others Institutions Holding IWD

# of Institutions

1,911

Shares Held

277M

Call Options Held

617K

Put Options Held

5.88M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Central Valley Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Central Valley Advisors, LLC with notifications on news.

Account

Central Valley Advisors, LLC Ishares Russell 1000 Val ETF Transaction History