Lbj Family Wealth Advisors, Ltd. Ishares Russell 1000 Val ETF Transaction History

Lbj Family Wealth Advisors, Ltd.

  • $169 Million
  • Q4 2024

A detailed history of Lbj Family Wealth Advisors, Ltd. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Lbj Family Wealth Advisors, Ltd. holds 171,719 shares of IWD stock, worth $32.9 Million. This represents 18.82% of its overall portfolio holdings.

Number of Shares
171,719
Previous 171,719 -0.0%
Holding current value
$32.9 Million
Previous $32.5 Million 2.19%
% of portfolio
18.82%
Previous 19.32%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 02, 2024
BUY
$161.84 - $179.11 $293,092 - $324,368
1,811 Added 1.07%
171,719 $30.8 Million
Q4 2023

Jan 03, 2024
SELL
$143.69 - $165.7 $233,927 - $269,759
-1,628 Reduced 0.95%
169,908 $28.1 Million
Q3 2023

Oct 10, 2023
SELL
$151.73 - $163.56 $432,582 - $466,309
-2,851 Reduced 1.63%
171,536 $26 Million
Q2 2023

Jul 03, 2023
SELL
$148.55 - $157.83 $2.03 Million - $2.15 Million
-13,642 Reduced 7.26%
174,387 $27.5 Million
Q1 2023

Apr 11, 2023
SELL
$145.2 - $161.56 $27,587 - $30,696
-190 Reduced 0.1%
188,029 $28.6 Million
Q4 2022

Jan 04, 2023
BUY
$136.78 - $158.99 $8.62 Million - $10 Million
63,017 Added 50.33%
188,219 $28.5 Million
Q3 2022

Oct 03, 2022
SELL
$135.99 - $161.15 $9.36 Million - $11.1 Million
-68,816 Reduced 35.47%
125,202 $26.3 Million
Q2 2022

Jul 06, 2022
SELL
$140.99 - $168.41 $191,605 - $228,869
-1,359 Reduced 0.7%
194,018 $28.1 Million
Q1 2022

Apr 13, 2022
SELL
$157.15 - $170.51 $485,279 - $526,534
-3,088 Reduced 1.56%
195,377 $32.3 Million
Q4 2021

Jan 12, 2022
BUY
$157.12 - $168.08 $715,681 - $765,604
4,555 Added 2.35%
198,465 $33.3 Million
Q2 2021

Jul 02, 2021
SELL
$152.86 - $162.4 $765,217 - $812,974
-5,006 Reduced 2.52%
193,910 $30.8 Million
Q1 2021

Apr 13, 2021
BUY
$134.89 - $153.0 $75,673 - $85,833
561 Added 0.28%
198,916 $30.1 Million
Q4 2020

Jan 13, 2021
BUY
$115.84 - $136.73 $61,047 - $72,056
527 Added 0.27%
198,355 $27.1 Million
Q3 2020

Oct 05, 2020
BUY
$111.27 - $124.26 $129,407 - $144,514
1,163 Added 0.59%
197,828 $23.4 Million
Q2 2020

Jul 01, 2020
BUY
$94.52 - $125.14 $104,822 - $138,780
1,109 Added 0.57%
196,665 $22.1 Million
Q1 2020

Apr 02, 2020
SELL
$85.17 - $138.52 $745,833 - $1.21 Million
-8,757 Reduced 4.29%
195,556 $19.4 Million
Q4 2019

Jan 09, 2020
BUY
$123.85 - $136.67 $152,707 - $168,514
1,233 Added 0.61%
204,313 $27.8 Million
Q3 2019

Oct 01, 2019
SELL
$127.92 - $130.25 $1.06 Million - $1.08 Million
-8,272 Reduced 3.91%
203,080 $0
Q2 2019

Jul 18, 2019
BUY
N/A
2,140 Added 1.02%
211,352 $27.1 Million
Q1 2019

Apr 03, 2019
BUY
N/A
614 Added 0.29%
209,212 $25.8 Million
Q4 2018

Jan 11, 2019
BUY
N/A
5,680 Added 2.8%
208,598 $23.2 Million
Q3 2018

Oct 01, 2018
SELL
N/A
-364 Reduced 0.18%
202,918 $25.7 Million
Q1 2018

Apr 03, 2018
BUY
N/A
2,227 Added 1.11%
203,282 $24.4 Million
Q4 2017

Jan 02, 2018
BUY
N/A
986 Added 0.49%
201,055 $25 Million
Q3 2017

Oct 03, 2017
BUY
N/A
200,069
200,069 $23.7 Million

Others Institutions Holding IWD

# of Institutions
1,729
Shares Held
255M
Call Options Held
606K
Put Options Held
653K
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 Lbj Family Wealth Advisors, Ltd. Portfolio

Follow Lbj Family Wealth Advisors, Ltd. 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 Lbj Family Wealth Advisors, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Lbj Family Wealth Advisors, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email