Edgemoor Investment Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History

Edgemoor Investment Advisors, Inc.

  • $1.12 Billion
  • Q2 2025

A detailed history of Edgemoor Investment Advisors, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Edgemoor Investment Advisors, Inc. holds 2,506 shares of IWD stock, worth $490,323. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,506
Previous 2,506 -0.0%
Holding current value
$490,323
Previous $471,000 3.18%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$182.82 - $196.21 $73,128 - $78,484
-400 Reduced 13.76%
2,506 $471,000
Q3 2023

Nov 09, 2023
BUY
$151.73 - $163.56 $212,422 - $228,984
1,400 Added 92.96%
2,906 $441,000
Q1 2023

May 09, 2023
SELL
$145.2 - $161.56 $64,613 - $71,894
-445 Reduced 22.81%
1,506 $229,000
Q4 2022

Feb 07, 2023
BUY
$136.78 - $158.99 $60,867 - $70,750
445 Added 29.55%
1,951 $295,000
Q1 2022

May 12, 2022
BUY
$157.15 - $170.51 $236,667 - $256,788
1,506 New
1,506 $250,000

Others Institutions Holding IWD

# of Institutions
1,926
Shares Held
275M
Call Options Held
617K
Put Options Held
5.88M
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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