First Foundation Advisors Ishares Russell 1000 Val ETF Transaction History

First Foundation Advisors

$2.63 Billion
Q2 2025

A detailed history of First Foundation Advisors transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, First Foundation Advisors holds 5,335 shares of IWD stock, worth $1.04 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,335

Previous 5,192 2.75%

Holding current value

$1.04 Million

Previous $976,000 6.15%

% of portfolio

0.04%

Previous 0.04%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$166.82 - $194.23 $23,855 - $27,774	143 Added 2.75%	5,335 $1.04 Million
Q1 2025 May 07, 2025	SELL	$182.82 - $196.21 $99,819 - $107,130	-546 Reduced 9.52%	5,192 $976,000
Q4 2024 Feb 13, 2025	SELL	$183.23 - $199.79 $21,254 - $23,175	-116 Reduced 1.98%	5,738 $1.06 Million
Q3 2024 Nov 13, 2024	BUY	$173.36 - $189.8 $101,242 - $110,843	584 Added 11.08%	5,854 $1.11 Million
Q2 2024 Aug 06, 2024	BUY	$169.4 - $179.05 $19,142 - $20,232	113 Added 2.19%	5,270 $919,000
Q1 2024 May 09, 2024	SELL	$161.84 - $179.11 $72,342 - $80,062	-447 Reduced 7.98%	5,157 $923,000
Q4 2023 Feb 14, 2024	SELL	$143.69 - $165.7 $796,186 - $918,143	-5,541 Reduced 49.72%	5,604 $926,000
Q3 2023 Nov 15, 2023	BUY	$151.73 - $163.56 $659,722 - $711,158	4,348 Added 63.97%	11,145 $1.69 Million
Q2 2023 Aug 14, 2023	SELL	$148.55 - $157.83 $59,568 - $63,289	-401 Reduced 5.57%	6,797 $1.07 Million
Q1 2023 May 12, 2023	BUY	$145.2 - $161.56 $364,306 - $405,354	2,509 Added 53.51%	7,198 $1.1 Million
Q4 2022 Feb 14, 2023	BUY	$136.78 - $158.99 $2,325 - $2,702	17 Added 0.36%	4,689 $711,000
Q3 2022 Nov 10, 2022	SELL	$135.99 - $161.15 $28,557 - $33,841	-210 Reduced 4.3%	4,672 $635,000
Q2 2022 Aug 12, 2022	BUY	$140.99 - $168.41 $225,584 - $269,456	1,600 Added 48.75%	4,882 $708,000
Q4 2021 Feb 14, 2022	SELL	$157.12 - $168.08 $14,140 - $15,127	-90 Reduced 2.67%	3,282 $551,000
Q3 2021 Nov 15, 2021	SELL	$154.62 - $164.07 $94,627 - $100,410	-612 Reduced 15.36%	3,372 $528,000
Q2 2021 Aug 13, 2021	SELL	$152.86 - $162.4 $298,535 - $317,167	-1,953 Reduced 32.9%	3,984 $632,000
Q1 2021 May 18, 2021	BUY	$134.89 - $153.0 $454,579 - $515,610	3,370 Added 131.28%	5,937 $900,000
Q3 2020 Nov 12, 2020	SELL	$111.27 - $124.26 $41,726 - $46,597	-375 Reduced 12.75%	2,567 $303,000
Q2 2020 Aug 14, 2020	SELL	$94.52 - $125.14 $56,995 - $75,459	-603 Reduced 17.01%	2,942 $331,000
Q1 2020 May 11, 2020	SELL	$85.17 - $138.52 $255,850 - $416,114	-3,004 Reduced 45.87%	3,545 $352,000
Q4 2019 Feb 11, 2020	BUY	$123.85 - $136.67 $401,893 - $443,494	3,245 Added 98.21%	6,549 $894,000
Q3 2019 Nov 12, 2019	BUY	$127.92 - $130.25 $639 - $651	5 Added 0.15%	3,304 $424,000
Q2 2019 Aug 14, 2019	BUY	N/A	442 Added 15.47%	3,299 $420,000
Q1 2019 May 13, 2019	SELL	N/A	-5,070 Reduced 63.96%	2,857 $353,000
Q4 2018 Feb 14, 2019	BUY	N/A	5,496 Added 226.08%	7,927 $880,000
Q1 2018 May 15, 2018	SELL	N/A	-450 Reduced 15.62%	2,431 $292,000
Q2 2017 Aug 14, 2017	BUY	N/A	2,881	2,881 $335,000

Others Institutions Holding IWD

# of Institutions

1,946

Shares Held

267M

Call Options Held

722K

Put Options Held

5.49M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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First Foundation Advisors Ishares Russell 1000 Val ETF Transaction History