Janney Montgomery Scott LLC Ishares Russell 1000 Val ETF Transaction History

Janney Montgomery Scott LLC

  • $38.3 Billion
  • Q2 2025

A detailed history of Janney Montgomery Scott LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Janney Montgomery Scott LLC holds 256,132 shares of IWD stock, worth $50.2 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
256,132
Previous 282,728 9.41%
Holding current value
$50.2 Million
Previous $53.2 Million 6.48%
% of portfolio
0.13%
Previous 0.15%

Shares

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

Jul 17, 2025
SELL
$166.82 - $194.23 $4.44 Million - $5.17 Million
-26,596 Reduced 9.41%
256,132 $49.7 Million
Q1 2025

Apr 17, 2025
SELL
$182.82 - $196.21 $374,415 - $401,838
-2,048 Reduced 0.72%
282,728 $53.2 Million
Q4 2024

Jan 17, 2025
BUY
$183.23 - $199.79 $19.4 Million - $21.1 Million
105,736 Added 59.06%
284,776 $52.7 Million
Q3 2024

Oct 29, 2024
SELL
$173.36 - $189.8 $618,895 - $677,586
-3,570 Reduced 1.95%
179,040 $34 Million
Q2 2024

Jul 25, 2024
BUY
$169.4 - $179.05 $41,333 - $43,688
244 Added 0.13%
182,610 $31.9 Million
Q1 2024

May 01, 2024
SELL
$161.84 - $179.11 $10.6 Million - $11.8 Million
-65,645 Reduced 26.47%
182,366 $32.7 Million
Q4 2023

Feb 07, 2024
BUY
$143.69 - $165.7 $8.06 Million - $9.3 Million
56,102 Added 29.23%
248,011 $41 Million
Q3 2023

Nov 08, 2023
BUY
$151.73 - $163.56 $1.52 Million - $1.64 Million
10,036 Added 5.52%
191,909 $29.1 Million
Q2 2023

Jul 26, 2023
SELL
$148.55 - $157.83 $1.7 Million - $1.8 Million
-11,422 Reduced 5.91%
181,873 $28.7 Million
Q1 2023

Apr 28, 2023
SELL
$145.2 - $161.56 $6.74 Million - $7.5 Million
-46,418 Reduced 19.36%
193,295 $29.4 Million
Q4 2022

Feb 01, 2023
BUY
$136.78 - $158.99 $6.93 Million - $8.06 Million
50,693 Added 26.82%
239,713 $36.4 Million
Q3 2022

Oct 25, 2022
BUY
$135.99 - $161.15 $1.59 Million - $1.88 Million
11,689 Added 6.59%
189,020 $25.7 Million
Q2 2022

Aug 03, 2022
BUY
$140.99 - $168.41 $1.23 Million - $1.47 Million
8,702 Added 5.16%
177,331 $26 Million
Q1 2022

May 04, 2022
SELL
$157.15 - $170.51 $3.13 Million - $3.4 Million
-19,935 Reduced 10.57%
168,629 $28 Million
Q4 2021

Jan 27, 2022
BUY
$157.12 - $168.08 $6.91 Million - $7.39 Million
43,950 Added 30.39%
188,564 $31.7 Million
Q3 2021

Oct 29, 2021
SELL
$154.62 - $164.07 $1.69 Million - $1.79 Million
-10,917 Reduced 7.02%
144,614 $22.6 Million
Q2 2021

Jul 26, 2021
BUY
$152.86 - $162.4 $2.46 Million - $2.61 Million
16,092 Added 11.54%
155,531 $24.7 Million
Q1 2021

Apr 27, 2021
SELL
$134.89 - $153.0 $3.32 Million - $3.77 Million
-24,617 Reduced 15.01%
139,439 $21.1 Million
Q4 2020

Jan 25, 2021
BUY
$115.84 - $136.73 $3.34 Million - $3.95 Million
28,861 Added 21.35%
164,056 $22.4 Million
Q3 2020

Nov 06, 2020
BUY
$111.27 - $124.26 $412,366 - $460,507
3,706 Added 2.82%
135,195 $16 Million
Q2 2020

Jul 23, 2020
SELL
$94.52 - $125.14 $3.13 Million - $4.14 Million
-33,076 Reduced 20.1%
131,489 $14.8 Million
Q1 2020

Apr 30, 2020
SELL
$85.17 - $138.52 $273,310 - $444,510
-3,209 Reduced 1.91%
164,565 $16.3 Million
Q4 2019

Jan 21, 2020
BUY
$123.85 - $136.67 $1.1 Million - $1.22 Million
8,922 Added 5.62%
167,774 $22.9 Million
Q3 2019

Oct 29, 2019
BUY
$127.92 - $130.25 $438,637 - $446,627
3,429 Added 2.21%
158,852 $20.4 Million
Q2 2019

Jul 29, 2019
BUY
N/A
6,622 Added 4.45%
155,423 $19.8 Million
Q1 2019

Apr 30, 2019
SELL
N/A
-23,791 Reduced 13.78%
148,801 $18.4 Million
Q4 2018

Feb 01, 2019
BUY
N/A
8,100 Added 4.92%
172,592 $19.2 Million
Q3 2018

Nov 05, 2018
BUY
N/A
775 Added 0.47%
164,492 $20.8 Million
Q2 2018

Jul 24, 2018
BUY
N/A
8,191 Added 5.27%
163,717 $19.9 Million
Q1 2018

Apr 19, 2018
BUY
N/A
17,740 Added 12.88%
155,526 $18.7 Million
Q4 2017

Feb 14, 2018
SELL
N/A
-7,364 Reduced 5.07%
137,786 $17.1 Million
Q3 2017

Nov 15, 2017
BUY
N/A
145,150
145,150 $17.2 Million

Others Institutions Holding IWD

# of Institutions
1,911
Shares Held
277M
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
Track This Portfolio

Track Janney Montgomery Scott LLC Portfolio

Follow Janney Montgomery Scott 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 Janney Montgomery Scott LLC, based on Form 13F filings with the SEC.

News

Stay updated on Janney Montgomery Scott LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email