Jdm Financial Group LLC Ishares Russell 1000 Val ETF Transaction History

Jdm Financial Group LLC

$197 Billion
Q1 2025

A detailed history of Jdm Financial Group LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Jdm Financial Group LLC holds 217 shares of IWD stock, worth $38,788. This represents 0.02% of its overall portfolio holdings.

Number of Shares

217

Previous 216 0.46%

Holding current value

$38,788

Previous $40 Million 2.07%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$182.82 - $196.21 $182 - $196	1 Added 0.46%	217 $40.8 Million
Q4 2024 Feb 14, 2025	BUY	$183.23 - $199.79 $183 - $199	1 Added 0.47%	216 $40 Million
Q3 2024 Nov 15, 2024	BUY	$173.36 - $189.8 $173 - $189	1 Added 0.47%	215 $40.8 Million
Q2 2024 Aug 13, 2024	BUY	$169.4 - $179.05 $169 - $179	1 Added 0.47%	214 $37.3 Million
Q1 2024 May 08, 2024	BUY	$161.84 - $179.11 $161 - $179	1 Added 0.47%	213 $38.1 Million
Q4 2023 Feb 02, 2024	BUY	$143.69 - $165.7 $431 - $497	3 Added 1.44%	212 $35 Million
Q2 2023 Aug 04, 2023	BUY	$148.55 - $157.83 $148 - $157	1 Added 0.48%	209 $33 Million
Q1 2023 May 08, 2023	BUY	$145.2 - $161.56 $145 - $161	1 Added 0.48%	208 $31.7 Million
Q4 2022 Jan 10, 2023	BUY	$136.78 - $158.99 $28,313 - $32,910	207 New	207 $31,000

Others Institutions Holding IWD

# of Institutions

1,908

Shares Held

280M

Call Options Held

617K

Put Options Held

5.88M

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About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
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Jdm Financial Group LLC Ishares Russell 1000 Val ETF Transaction History