Fermata Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Fermata Advisors, LLC

  • $344 Million
  • Q3 2025

A detailed history of Fermata Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Fermata Advisors, LLC holds 1,345 shares of IWD stock, worth $272,389. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,345
Previous 1,345 -0.0%
Holding current value
$272,389
Previous $261,000 4.6%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Jul 09, 2025
SELL
$166.82 - $194.23 $13,512 - $15,732
-81 Reduced 5.68%
1,345 $261,000
Q1 2025

Apr 10, 2025
BUY
$182.82 - $196.21 $260,701 - $279,795
1,426 New
1,426 $265,000

Others Institutions Holding IWD

# of Institutions
1,970
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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