Heck Capital Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Heck Capital Advisors, LLC

  • $1.16 Trillion
  • Q2 2025

A detailed history of Heck Capital Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Heck Capital Advisors, LLC holds 25,957 shares of IWD stock, worth $5.08 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
25,957
Previous 12,545 106.91%
Holding current value
$5.08 Million
Previous $2.36 Billion 113.59%
% of portfolio
0.43%
Previous 0.27%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$166.82 - $194.23 $2.24 Million - $2.61 Million
13,412 Added 106.91%
25,957 $5.04 Billion
Q1 2025

May 12, 2025
BUY
$182.82 - $196.21 $2.29 Million - $2.46 Million
12,545 New
12,545 $2.36 Billion
Q4 2024

May 13, 2025
SELL
$183.23 - $199.79 $827,100 - $901,852
-4,514 Reduced 35.98%
8,031 $1.49 Billion
Q4 2024

Jan 23, 2025
BUY
$183.23 - $199.79 $2 Million - $2.18 Million
10,903 New
10,903 $2.02 Billion
Q3 2024

May 19, 2025
SELL
$173.36 - $189.8 $8,321 - $9,110
-48 Reduced 3.48%
1,331 $253 Million
Q2 2024

May 19, 2025
SELL
$169.4 - $179.05 $16,601 - $17,546
-98 Reduced 6.64%
1,379 $241 Million
Q1 2024

May 19, 2025
BUY
$161.84 - $179.11 $186,439 - $206,334
1,152 Added 354.46%
1,477 $265 Million
Q4 2023

May 19, 2025
SELL
$143.69 - $165.7 $1.76 Million - $2.02 Million
-12,220 Reduced 97.41%
325 $53.7 Million
Q2 2023

May 19, 2025
SELL
$148.55 - $157.83 $71,155 - $75,600
-479 Reduced 14.83%
2,750 $434 Million
Q1 2023

May 19, 2025
SELL
$145.2 - $161.56 $3,629 - $4,039
-25 Reduced 0.77%
3,229 $492 Million
Q4 2022

May 19, 2025
BUY
$136.78 - $158.99 $243,058 - $282,525
1,777 Added 120.31%
3,254 $493 Million
Q3 2022

May 20, 2025
SELL
$135.99 - $161.15 $1.23 Million - $1.46 Million
-9,052 Reduced 72.16%
3,493 $475 Million
Q3 2022

May 19, 2025
SELL
$135.99 - $161.15 $301,353 - $357,108
-2,216 Reduced 60.01%
1,477 $265 Million
Q2 2022

May 19, 2025
SELL
$140.99 - $168.41 $1.25 Million - $1.49 Million
-8,852 Reduced 70.56%
3,693 $535 Million

Others Institutions Holding IWD

# of Institutions
1,931
Shares Held
275M
Call Options Held
617K
Put Options Held
5.88M
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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