Glass Jacobson Investment Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Glass Jacobson Investment Advisors LLC

$260 Billion
Q2 2025

A detailed history of Glass Jacobson Investment Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 9,317 shares of IWD stock, worth $1.91 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

9,317

Previous 9,805 4.98%

Holding current value

$1.91 Million

Previous $1.82 Billion 0.32%

% of portfolio

0.7%

Previous 0.6%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$166.82 - $194.23 $81,408 - $94,784	-488 Reduced 4.98%	9,317 $1.81 Billion
Q4 2024 Feb 13, 2025	BUY	$183.23 - $199.79 $204,118 - $222,566	1,114 Added 12.82%	9,805 $1.82 Billion
Q3 2024 Nov 15, 2024	SELL	$173.36 - $189.8 $91,707 - $100,404	-529 Reduced 5.74%	8,691 $1.65 Billion
Q2 2024 Aug 12, 2024	SELL	$169.4 - $179.05 $64,372 - $68,039	-380 Reduced 3.96%	9,220 $1.61 Billion
Q1 2024 Apr 26, 2024	SELL	$161.84 - $179.11 $34,795 - $38,508	-215 Reduced 2.19%	9,600 $1.72 Billion
Q4 2023 Jan 22, 2024	SELL	$143.69 - $165.7 $166,680 - $192,212	-1,160 Reduced 10.57%	9,815 $1.62 Billion
Q3 2023 Nov 07, 2023	SELL	$151.73 - $163.56 $16,386 - $17,664	-108 Reduced 0.97%	10,975 $1.67 Billion
Q2 2023 Jul 25, 2023	BUY	$148.55 - $157.83 $9,061 - $9,627	61 Added 0.55%	11,083 $1.75 Billion
Q4 2022 Feb 06, 2023	BUY	$136.78 - $158.99 $1.51 Million - $1.75 Million	11,022 New	11,022 $1.67 Billion

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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Glass Jacobson Investment Advisors LLC Ishares Russell 1000 Val ETF Transaction History