Holistic Financial Partners Ishares Russell 1000 Val ETF Transaction History

Holistic Financial Partners

  • $222 Million
  • Q2 2025

A detailed history of Holistic Financial Partners transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Holistic Financial Partners holds 20,537 shares of IWD stock, worth $4.02 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares
20,537
Previous 20,723 0.9%
Holding current value
$4.02 Million
Previous $3.9 Million 2.28%
% of portfolio
1.8%
Previous 1.92%

Shares

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

Aug 05, 2025
SELL
$166.82 - $194.23 $31,028 - $36,126
-186 Reduced 0.9%
20,537 $3.99 Million
Q1 2025

May 06, 2025
SELL
$182.82 - $196.21 $17,550 - $18,836
-96 Reduced 0.46%
20,723 $3.9 Million
Q4 2024

Feb 04, 2025
SELL
$183.23 - $199.79 $8,428 - $9,190
-46 Reduced 0.22%
20,819 $3.85 Million
Q3 2024

Nov 07, 2024
SELL
$173.36 - $189.8 $66,050 - $72,313
-381 Reduced 1.79%
20,865 $3.96 Million
Q2 2024

Jul 30, 2024
SELL
$169.4 - $179.05 $12,196 - $12,891
-72 Reduced 0.34%
21,246 $3.71 Million
Q1 2024

May 08, 2024
SELL
$161.84 - $179.11 $32,529 - $36,001
-201 Reduced 0.93%
21,318 $3.82 Million
Q4 2023

Feb 12, 2024
SELL
$143.69 - $165.7 $8,046 - $9,279
-56 Reduced 0.26%
21,519 $3.56 Million
Q3 2023

Nov 08, 2023
SELL
$151.73 - $163.56 $22,000 - $23,716
-145 Reduced 0.67%
21,575 $3.28 Million
Q2 2023

Aug 09, 2023
SELL
$148.55 - $157.83 $3,862 - $4,103
-26 Reduced 0.12%
21,720 $3.43 Million
Q1 2023

May 04, 2023
SELL
$145.2 - $161.56 $119,935 - $133,448
-826 Reduced 3.66%
21,746 $3.31 Million
Q4 2022

Feb 07, 2023
SELL
$136.78 - $158.99 $52,386 - $60,893
-383 Reduced 1.67%
22,572 $3.42 Million
Q3 2022

Nov 09, 2022
SELL
$135.99 - $161.15 $13,734 - $16,276
-101 Reduced 0.44%
22,955 $3.12 Million
Q2 2022

Aug 02, 2022
SELL
$140.99 - $168.41 $23,686 - $28,292
-168 Reduced 0.72%
23,056 $3.34 Million
Q1 2022

May 13, 2022
SELL
$157.15 - $170.51 $26,558 - $28,816
-169 Reduced 0.72%
23,224 $3.86 Million
Q4 2021

Feb 11, 2022
SELL
$157.12 - $168.08 $5,027 - $5,378
-32 Reduced 0.14%
23,393 $3.93 Million
Q3 2021

Nov 12, 2021
SELL
$154.62 - $164.07 $30,460 - $32,321
-197 Reduced 0.83%
23,425 $3.67 Million
Q2 2021

Aug 13, 2021
SELL
$152.86 - $162.4 $114,950 - $122,124
-752 Reduced 3.09%
23,622 $3.75 Million
Q1 2021

May 11, 2021
SELL
$134.89 - $153.0 $22,661 - $25,704
-168 Reduced 0.68%
24,374 $3.69 Million
Q4 2020

Feb 10, 2021
SELL
$115.84 - $136.73 $43,324 - $51,137
-374 Reduced 1.5%
24,542 $3.36 Million
Q3 2020

Nov 13, 2020
SELL
$111.27 - $124.26 $61,309 - $68,467
-551 Reduced 2.16%
24,916 $2.94 Million
Q2 2020

Aug 13, 2020
SELL
$94.52 - $125.14 $54,916 - $72,706
-581 Reduced 2.23%
25,467 $2.87 Million
Q1 2020

May 05, 2020
SELL
$85.17 - $138.52 $65,751 - $106,937
-772 Reduced 2.88%
26,048 $2.58 Million
Q4 2019

Feb 06, 2020
SELL
$123.85 - $136.67 $83,598 - $92,252
-675 Reduced 2.45%
26,820 $3.66 Million
Q3 2019

Nov 07, 2019
SELL
$127.92 - $130.25 $146,852 - $149,527
-1,148 Reduced 4.01%
27,495 $3.53 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-248 Reduced 0.86%
28,643 $3.64 Million
Q1 2019

May 07, 2019
SELL
N/A
-1,628 Reduced 5.33%
28,891 $3.57 Million
Q4 2018

Feb 11, 2019
SELL
N/A
-606 Reduced 1.95%
30,519 $3.39 Million
Q3 2018

Nov 05, 2018
SELL
N/A
-520 Reduced 1.64%
31,125 $3.94 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-3,045 Reduced 8.78%
31,645 $3.84 Million
Q1 2018

May 14, 2018
SELL
N/A
-1,790 Reduced 4.91%
34,690 $4.16 Million
Q4 2017

Feb 09, 2018
BUY
N/A
36,480
36,480 $4.54 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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