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

Glass Jacobson Investment Advisors LLC

  • $277 Billion
  • Q3 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 9,762 shares of IWD stock, worth $2 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
9,762
Previous 9,317 4.78%
Holding current value
$2 Million
Previous $1.81 Billion 9.83%
% of portfolio
0.72%
Previous 0.7%

Shares

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

Oct 29, 2025
BUY
$192.76 - $203.86 $85,778 - $90,717
445 Added 4.78%
9,762 $1.99 Billion
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
1,995
Shares Held
265M
Call Options Held
342K
Put Options Held
5.28M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Glass Jacobson Investment Advisors LLC Portfolio

Follow Glass Jacobson Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Glass Jacobson Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Glass Jacobson Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email