Ifp Advisors, Inc Ishares Russell 1000 Val ETF Transaction History

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

A detailed history of Ifp Advisors, Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Ifp Advisors, Inc holds 15,206 shares of IWD stock, worth $2.87 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

15,206

Previous 19,177 20.71%

Holding current value

$2.87 Million

Previous $3.55 Million 19.41%

% of portfolio

0.09%

Previous 0.12%

38 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$182.82 - $196.21 $725,978 - $779,149	-3,971 Reduced 20.71%	15,206 $2.86 Million
Q4 2024 Feb 04, 2025	BUY	$183.23 - $199.79 $2.14 Million - $2.33 Million	11,661 Added 155.15%	19,177 $3.55 Million
Q3 2024 Feb 04, 2025	BUY	$173.36 - $189.8 $51,661 - $56,560	298 Added 4.13%	7,516 $1.43 Million
Q2 2024 Jul 30, 2024	BUY	$169.4 - $179.05 $405,713 - $428,824	2,395 Added 49.66%	7,218 $1.26 Million
Q1 2024 Jul 30, 2024	SELL	$161.84 - $179.11 $12,947 - $14,328	-80 Reduced 1.63%	4,823 $863,000
Q4 2023 Jan 09, 2024	SELL	$143.69 - $165.7 $106,761 - $123,115	-743 Reduced 13.16%	4,903 $810,000
Q3 2023 Oct 12, 2023	BUY	$151.73 - $163.56 $4,248 - $4,579	28 Added 0.5%	5,646 $857,000
Q2 2023 Aug 04, 2023	SELL	$148.55 - $157.83 $62,093 - $65,972	-418 Reduced 6.93%	5,618 $886,000
Q1 2023 Apr 18, 2023	SELL	$145.2 - $161.56 $464,930 - $517,315	-3,202 Reduced 34.66%	6,036 $919,000
Q4 2022 Feb 07, 2023	SELL	$136.78 - $158.99 $5,471 - $6,359	-40 Reduced 0.43%	9,238 $1.12 Million
Q3 2022 Nov 08, 2022	BUY	$135.99 - $161.15 $122,934 - $145,679	904 Added 10.8%	9,278 $1.13 Million
Q2 2022 Sep 06, 2022	BUY	$140.99 - $168.41 $1.16 Million - $1.38 Million	8,219 Added 5302.58%	8,374 $1.02 Million
Q2 2022 Aug 12, 2022	SELL	$140.99 - $168.41 $1.16 Million - $1.38 Million	-8,219 Reduced 98.15%	155 $19,000
Q1 2022 Sep 06, 2022	BUY	$157.15 - $170.51 $465,164 - $504,709	2,960 Added 54.67%	8,374 $0
Q1 2022 Aug 08, 2022	BUY	$157.15 - $170.51 $351,701 - $381,601	2,238 Added 70.47%	5,414 $0
Q4 2021 Jan 12, 2022	SELL	$157.12 - $168.08 $779,158 - $833,508	-4,959 Reduced 60.96%	3,176 $535,000
Q3 2021 Oct 06, 2021	BUY	$154.62 - $164.07 $72,826 - $77,276	471 Added 6.15%	8,135 $1.27 Million
Q2 2021 Jul 13, 2021	BUY	$152.86 - $162.4 $272,243 - $289,234	1,781 Added 30.27%	7,664 $1.22 Million
Q1 2021 Apr 30, 2021	BUY	$134.89 - $153.0 $233,899 - $265,302	1,734 Added 41.79%	5,883 $894,000
Q4 2020 Jan 25, 2021	SELL	$115.84 - $136.73 $48,652 - $57,426	-420 Reduced 9.19%	4,149 $567,000
Q3 2020 Oct 29, 2020	BUY	$111.27 - $124.26 $85,121 - $95,058	765 Added 20.11%	4,569 $539,000
Q2 2020 Aug 05, 2020	BUY	$94.52 - $125.14 $80,625 - $106,744	853 Added 28.91%	3,804 $424,000
Q1 2020 May 12, 2020	SELL	$85.17 - $138.52 $119,663 - $194,620	-1,405 Reduced 32.25%	2,951 $298,000
Q4 2019 Jan 17, 2020	SELL	$123.85 - $136.67 $108,244 - $119,449	-874 Reduced 16.71%	4,356 $595,000
Q3 2019 Nov 07, 2019	SELL	$127.92 - $130.25 $344,232 - $350,502	-2,691 Reduced 33.97%	5,230 $669,000
Q1 2019 May 15, 2019	SELL	N/A	-8,312 Reduced 51.2%	7,921 $976,000
Q4 2018 Jan 23, 2019	SELL	N/A	-81,390 Reduced 83.37%	16,233 $0
Q3 2018 Oct 25, 2018	BUY	N/A	1,735 Added 1.81%	97,623 $0
Q2 2018 Aug 07, 2018	BUY	N/A	8,955 Added 10.3%	95,888 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-5,170 Reduced 5.61%	86,933 $10.8 Million
Q1 2018 May 09, 2018	BUY	N/A	5,170 Added 5.95%	92,103 $0
Q4 2017 Jan 24, 2018	BUY	N/A	358 Added 0.41%	86,933 $0
Q3 2017 Oct 30, 2017	SELL	N/A	-46 Reduced 0.05%	86,575 $10.3 Million
Q2 2017 Jun 03, 2019	BUY	N/A	1,213 Added 1.42%	86,621 $10.1 Million
Q1 2017 Jun 03, 2019	SELL	N/A	-377 Reduced 0.44%	85,408 $9.82 Million
Q4 2016 Jun 03, 2019	BUY	N/A	326 Added 0.38%	85,785 $9.61 Million
Q2 2016 Jun 03, 2019	BUY	N/A	77,538 Added 978.89%	85,459 $8.82 Million
Q1 2016 Jun 03, 2019	BUY	N/A	7,921	7,921 $976,000

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

Ticker IWD
Sector ETFs
Industry ETFs

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