High Net Worth Advisory Group LLC Ishares Russell 1000 Val ETF Transaction History

High Net Worth Advisory Group LLC

  • $388 Million
  • Q3 2025

A detailed history of High Net Worth Advisory Group LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 1,070 shares of IWD stock, worth $216,696. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,070
Previous 1,101 2.82%
Holding current value
$216,696
Previous $213,000 1.88%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 29, 2025
SELL
$192.76 - $203.86 $5,975 - $6,319
-31 Reduced 2.82%
1,070 $217,000
Q4 2024

Jan 21, 2025
SELL
$183.23 - $199.79 $5,130 - $5,594
-28 Reduced 2.48%
1,101 $203,000
Q3 2024

Oct 11, 2024
SELL
$173.36 - $189.8 $5,200 - $5,694
-30 Reduced 2.59%
1,129 $214,000
Q1 2024

Apr 11, 2024
BUY
$161.84 - $179.11 $187,572 - $207,588
1,159 New
1,159 $207,000
Q4 2022

Feb 14, 2023
BUY
$136.78 - $158.99 $26,945 - $31,321
197 Added 20.87%
1,141 $173,000
Q3 2022

Oct 24, 2022
SELL
$135.99 - $161.15 $679 - $805
-5 Reduced 0.53%
944 $128,000
Q2 2022

Aug 10, 2022
SELL
$140.99 - $168.41 $8,741 - $10,441
-62 Reduced 6.13%
949 $138,000
Q1 2022

May 13, 2022
SELL
$157.15 - $170.51 $403,404 - $437,699
-2,567 Reduced 71.74%
1,011 $167,000
Q4 2021

Aug 10, 2022
BUY
$157.12 - $168.08 $45,250 - $48,407
288 Added 8.75%
3,578 $601,000
Q4 2021

Apr 27, 2022
BUY
$157.12 - $168.08 $516,924 - $552,983
3,290 New
3,290 $555,000

Others Institutions Holding IWD

# of Institutions
1,969
Shares Held
267M
Call Options Held
722K
Put Options Held
5.49M
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 High Net Worth Advisory Group LLC Portfolio

Follow High Net Worth Advisory Group 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 High Net Worth Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on High Net Worth Advisory Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email