Heritage Financial Services, LLC Ishares Russell 1000 Val ETF Transaction History

Heritage Financial Services, LLC

  • $991 Million
  • Q1 2025

A detailed history of Heritage Financial Services, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Heritage Financial Services, LLC holds 2,585 shares of IWD stock, worth $494,975. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,585
Previous 2,692 3.97%
Holding current value
$494,975
Previous $498,000 2.41%
% of portfolio
0.05%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$182.82 - $196.21 $19,561 - $20,994
-107 Reduced 3.97%
2,585 $486,000
Q4 2024

Jan 23, 2025
BUY
$183.23 - $199.79 $70,726 - $77,118
386 Added 16.74%
2,692 $498,000
Q2 2024

Jul 23, 2024
SELL
$169.4 - $179.05 $28,289 - $29,901
-167 Reduced 6.75%
2,306 $402,000
Q3 2023

Oct 19, 2023
BUY
$151.73 - $163.56 $25,338 - $27,314
167 Added 7.24%
2,473 $375,000
Q4 2021

Aug 26, 2022
BUY
$157.12 - $168.08 $362,318 - $387,592
2,306 New
2,306 $387,000

Others Institutions Holding IWD

# of Institutions
1,907
Shares Held
279M
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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