Financial Insights, Inc. Ishares Russell 1000 Val ETF Transaction History

Financial Insights, Inc.

$266 Million
Q2 2025

A detailed history of Financial Insights, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Financial Insights, Inc. holds 3,156 shares of IWD stock, worth $646,317. This represents 0.23% of its overall portfolio holdings.

Number of Shares

3,156

Previous 3,269 3.46%

Holding current value

$646,317

Previous $615,000 0.49%

% of portfolio

0.23%

Previous 0.25%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$166.82 - $194.23 $18,850 - $21,947	-113 Reduced 3.46%	3,156 $612,000
Q1 2025 Apr 24, 2025	SELL	$182.82 - $196.21 $331,269 - $355,532	-1,812 Reduced 35.66%	3,269 $615,000
Q2 2024 Jul 16, 2024	SELL	$169.4 - $179.05 $18,634 - $19,695	-110 Reduced 2.12%	5,081 $886,000
Q1 2024 Apr 25, 2024	SELL	$161.84 - $179.11 $20,553 - $22,746	-127 Reduced 2.39%	5,191 $929,000
Q4 2023 Jan 24, 2024	SELL	$143.69 - $165.7 $2,299 - $2,651	-16 Reduced 0.3%	5,318 $878,000

Q3 2023 Dec 06, 2023	SELL	$151.73 - $163.56 $55,533 - $59,862	-366 Reduced 6.42%	5,334 $809,000
Q1 2023 Apr 17, 2023	SELL	$145.2 - $161.56 $3,339 - $3,715	-23 Reduced 0.4%	5,700 $867,000
Q4 2022 Feb 09, 2023	SELL	$136.78 - $158.99 $11,079 - $12,878	-81 Reduced 1.4%	5,723 $867,000
Q3 2022 Oct 26, 2022	SELL	$135.99 - $161.15 $6,391 - $7,574	-47 Reduced 0.8%	5,804 $789,000
Q2 2022 Aug 03, 2022	SELL	$140.99 - $168.41 $45,398 - $54,228	-322 Reduced 5.22%	5,851 $848,000
Q4 2021 Feb 09, 2022	SELL	$157.12 - $168.08 $17,283 - $18,488	-110 Reduced 1.75%	6,173 $1.04 Million
Q3 2021 Nov 12, 2021	SELL	$154.62 - $164.07 $29,996 - $31,829	-194 Reduced 3.0%	6,283 $983,000
Q1 2021 May 12, 2021	SELL	$134.89 - $153.0 $19,424 - $22,032	-144 Reduced 2.17%	6,477 $982,000
Q4 2020 Feb 05, 2021	SELL	$115.84 - $136.73 $24,789 - $29,260	-214 Reduced 3.13%	6,621 $905,000
Q3 2020 Nov 16, 2020	SELL	$111.27 - $124.26 $474,121 - $529,471	-4,261 Reduced 38.4%	6,835 $807,000
Q2 2020 Aug 20, 2020	BUY	$94.52 - $125.14 $224,485 - $297,207	2,375 Added 27.23%	11,096 $822,000
Q1 2020 Apr 28, 2020	SELL	$85.17 - $138.52 $9,624 - $15,652	-113 Reduced 1.28%	8,721 $865,000
Q4 2019 Feb 07, 2020	SELL	$123.85 - $136.67 $204,352 - $225,505	-1,650 Reduced 15.74%	8,834 $1.21 Million
Q3 2019 Oct 31, 2019	SELL	$127.92 - $130.25 $4,221 - $4,298	-33 Reduced 0.31%	10,484 $1.35 Million
Q2 2019 Aug 20, 2019	SELL	N/A	-207 Reduced 1.93%	10,517 $1.3 Million
Q4 2018 Mar 08, 2019	BUY	N/A	10,724 New	10,724 $1.28 Million

Others Institutions Holding IWD

# of Institutions

1,993

Shares Held

265M

Call Options Held

342K

Put Options Held

5.28M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
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Financial Insights, Inc. Ishares Russell 1000 Val ETF Transaction History