Cws Financial Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Cws Financial Advisors, LLC

  • $332 Million
  • Q2 2025

A detailed history of Cws Financial Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Cws Financial Advisors, LLC holds 1,790 shares of IWD stock, worth $356,997. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,790
Previous 1,784 0.34%
Holding current value
$356,997
Previous $335,000 3.58%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Aug 08, 2025
BUY
$166.82 - $194.23 $1,000 - $1,165
6 Added 0.34%
1,790 $347,000
Q1 2025

May 13, 2025
BUY
$182.82 - $196.21 $1,096 - $1,177
6 Added 0.34%
1,784 $335,000
Q4 2024

Feb 04, 2025
BUY
$183.23 - $199.79 $13,925 - $15,184
76 Added 4.47%
1,778 $329,000
Q3 2024

Nov 14, 2024
BUY
$173.36 - $189.8 $1,213 - $1,328
7 Added 0.41%
1,702 $323,000
Q2 2024

Jul 31, 2024
BUY
$169.4 - $179.05 $847 - $895
5 Added 0.3%
1,695 $295,000
Q1 2024

May 01, 2024
SELL
$161.84 - $179.11 $104,224 - $115,346
-644 Reduced 27.59%
1,690 $302,000
Q4 2023

Feb 08, 2024
BUY
$143.69 - $165.7 $103,456 - $119,303
720 Added 44.61%
2,334 $385,000
Q3 2023

Nov 14, 2023
BUY
$151.73 - $163.56 $22,456 - $24,206
148 Added 10.1%
1,614 $245,000
Q2 2023

Aug 14, 2023
BUY
$148.55 - $157.83 $217,774 - $231,378
1,466 New
1,466 $231,000
Q2 2022

Aug 08, 2022
BUY
$140.99 - $168.41 $119,982 - $143,316
851 New
851 $123,000

Others Institutions Holding IWD

# of Institutions
1,948
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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