Foundations Investment Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Foundations Investment Advisors, LLC

  • $6.26 Billion
  • Q3 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 5,559 shares of IWD stock, worth $1.14 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,559
Previous 5,041 10.28%
Holding current value
$1.14 Million
Previous $979,000 15.53%
% of portfolio
0.02%
Previous 0.02%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$192.76 - $203.86 $99,849 - $105,599
518 Added 10.28%
5,559 $1.13 Million
Q2 2025

Aug 08, 2025
SELL
$166.82 - $194.23 $6,839 - $7,963
-41 Reduced 0.81%
5,041 $979,000
Q1 2025

May 07, 2025
BUY
$182.82 - $196.21 $185,379 - $198,956
1,014 Added 24.93%
5,082 $956,000
Q4 2024

Jan 22, 2025
BUY
$183.23 - $199.79 $115,434 - $125,867
630 Added 18.32%
4,068 $753,000
Q3 2024

Oct 21, 2024
BUY
$173.36 - $189.8 $71,424 - $78,197
412 Added 13.62%
3,438 $652,000
Q2 2024

Aug 02, 2024
SELL
$169.4 - $179.05 $45,399 - $47,985
-268 Reduced 8.14%
3,026 $527,000
Q1 2024

May 13, 2024
SELL
$161.84 - $179.11 $13,432 - $14,866
-83 Reduced 2.46%
3,294 $589,000
Q4 2023

Feb 08, 2024
BUY
$143.69 - $165.7 $86,932 - $100,248
605 Added 21.83%
3,377 $558,000
Q3 2023

Oct 05, 2023
BUY
$151.73 - $163.56 $35,808 - $38,600
236 Added 9.31%
2,772 $420,000
Q2 2023

Jul 19, 2023
BUY
$148.55 - $157.83 $76,503 - $81,282
515 Added 25.48%
2,536 $400,000
Q1 2023

Apr 25, 2023
BUY
$145.2 - $161.56 $48,496 - $53,961
334 Added 19.8%
2,021 $307,000
Q4 2022

Jan 11, 2023
SELL
$136.78 - $158.99 $56,763 - $65,980
-415 Reduced 19.74%
1,687 $0
Q3 2022

Oct 19, 2022
BUY
$135.99 - $161.15 $285,850 - $338,737
2,102 New
2,102 $286,000
Q2 2022

Jul 08, 2022
SELL
$140.99 - $168.41 $214,163 - $255,814
-1,519 Closed
0 $0
Q1 2022

Apr 19, 2022
BUY
$157.15 - $170.51 $238,710 - $259,004
1,519 New
1,519 $251,000
Q2 2019

Jul 08, 2019
SELL
N/A
-31,556 Closed
0 $0
Q1 2019

Apr 08, 2019
BUY
N/A
31,556 New
31,556 $3.9 Million

Others Institutions Holding IWD

# of Institutions
1,984
Shares Held
268M
Call Options Held
401K
Put Options Held
5.29M
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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