Evolution Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Evolution Wealth Advisors, LLC

  • $695 Million
  • Q3 2025

A detailed history of Evolution Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 2,098 shares of IWD stock, worth $429,649. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,098
Previous 2,098 -0.0%
Holding current value
$429,649
Previous $407,000 4.91%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Aug 08, 2025
SELL
$166.82 - $194.23 $88,247 - $102,747
-529 Reduced 20.14%
2,098 $407,000
Q1 2025

May 09, 2025
BUY
$182.82 - $196.21 $480,268 - $515,443
2,627 New
2,627 $494,000
Q4 2021

Jan 28, 2022
SELL
$157.12 - $168.08 $92,857 - $99,335
-591 Closed
0 $0
Q3 2021

Nov 09, 2021
BUY
$154.62 - $164.07 $91,380 - $96,965
591 New
591 $92,000
Q1 2020

Apr 22, 2020
SELL
$85.17 - $138.52 $134,568 - $218,861
-1,580 Closed
0 $0
Q4 2019

Feb 03, 2020
BUY
$123.85 - $136.67 $195,683 - $215,938
1,580 New
1,580 $216,000

Others Institutions Holding IWD

# of Institutions
1,996
Shares Held
265M
Call Options Held
342K
Put Options Held
5.28M
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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