Cjm Wealth Advisers, Ltd. Ishares Russell 1000 Val ETF Transaction History

Cjm Wealth Advisers, Ltd.

$325 Billion
Q3 2025

A detailed history of Cjm Wealth Advisers, Ltd. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Cjm Wealth Advisers, Ltd. holds 10,597 shares of IWD stock, worth $2.17 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

10,597

Previous 10,597 -0.0%

Holding current value

$2.17 Million

Previous $2.06 Billion 4.82%

% of portfolio

0.66%

Previous 0.68%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 08, 2025	SELL	$183.23 - $199.79 $57,167 - $62,334	-312 Reduced 2.86%	10,597 $1.96 Billion
Q3 2024 Oct 03, 2024	BUY	$173.36 - $189.8 $8,668 - $9,490	50 Added 0.46%	10,909 $2.07 Billion
Q2 2024 Jul 08, 2024	SELL	$169.4 - $179.05 $75,044 - $79,319	-443 Reduced 3.92%	10,859 $1.88 Billion
Q1 2024 Apr 08, 2024	SELL	$161.84 - $179.11 $23,143 - $25,612	-143 Reduced 1.25%	11,302 $2.02 Billion
Q4 2023 Jan 19, 2024	BUY	$143.69 - $165.7 $35,060 - $40,430	244 Added 2.18%	11,445 $1.89 Billion
Q3 2023 Oct 26, 2023	BUY	$151.73 - $163.56 $2,427 - $2,616	16 Added 0.14%	11,201 $1.7 Billion
Q2 2023 Sep 15, 2023	BUY	$148.55 - $157.83 $148 - $157	1 Added 0.01%	11,185 $1.77 Billion
Q4 2022 Sep 15, 2023	BUY	$136.78 - $158.99 $439,884 - $511,311	3,216 Added 40.36%	11,184 $1.7 Billion
Q4 2021 Sep 15, 2023	BUY	$157.12 - $168.08 $1.25 Million - $1.34 Million	7,968 New	7,968 $1.34 Billion

Others Institutions Holding IWD

# of Institutions

1,988

Shares Held

265M

Call Options Held

342K

Put Options Held

5.28M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Cjm Wealth Advisers, Ltd. Ishares Russell 1000 Val ETF Transaction History