Crewe Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Crewe Advisors LLC

$709 Million
Q4 2024

A detailed history of Crewe Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Crewe Advisors LLC holds 1,464 shares of IWD stock, worth $284,718. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,464

Previous 851 72.03%

Holding current value

$284,718

Previous $161,000 68.32%

% of portfolio

0.04%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$183.23 - $199.79 $112,319 - $122,471	613 Added 72.03%	1,464 $271,000
Q2 2024 Jul 29, 2024	SELL	$169.4 - $179.05 $24,054 - $25,425	-142 Reduced 14.3%	851 $148,000
Q1 2024 May 13, 2024	SELL	$161.84 - $179.11 $161 - $179	-1 Reduced 0.1%	993 $177,000
Q3 2023 Nov 08, 2023	BUY	$151.73 - $163.56 $6,372 - $6,869	42 Added 4.41%	994 $150,000
Q2 2023 Jul 28, 2023	SELL	$148.55 - $157.83 $3,862 - $4,103	-26 Reduced 2.66%	952 $150,000
Q1 2023 May 12, 2023	BUY	$145.2 - $161.56 $3,775 - $4,200	26 Added 2.73%	978 $148,000
Q4 2022 Feb 07, 2023	BUY	$136.78 - $158.99 $125,153 - $145,475	915 Added 2472.97%	952 $144,000
Q4 2019 Feb 05, 2020	SELL	$123.85 - $136.67 $16,224 - $17,903	-131 Reduced 77.98%	37 $5,000
Q2 2018 Aug 07, 2018	SELL	N/A	-257 Reduced 60.47%	168 $20,000
Q4 2017 Feb 09, 2018	BUY	N/A	425	425 $53,000

Others Institutions Holding IWD

# of Institutions

1,852

Shares Held

277M

Call Options Held

1.29M

Put Options Held

1.1M

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About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Crewe Advisors LLC Ishares Russell 1000 Val ETF Transaction History