Lm Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Lm Advisors LLC

  • $777 Million
  • Q2 2025

A detailed history of Lm Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Lm Advisors LLC holds 2,941 shares of IWD stock, worth $595,611. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,941
Previous 3,241 9.26%
Holding current value
$595,611
Previous $610,000 6.39%
% of portfolio
0.07%
Previous 0.11%

Shares

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

Aug 14, 2025
SELL
$166.82 - $194.23 $50,046 - $58,269
-300 Reduced 9.26%
2,941 $571,000
Q1 2025

May 13, 2025
BUY
$182.82 - $196.21 $132,727 - $142,448
726 Added 28.87%
3,241 $610,000
Q1 2024

May 15, 2024
BUY
$161.84 - $179.11 $80,920 - $89,555
500 Added 24.81%
2,515 $450,000
Q4 2023

Feb 14, 2024
BUY
$143.69 - $165.7 $289,535 - $333,885
2,015 New
2,015 $333 Million

Others Institutions Holding IWD

# of Institutions
1,970
Shares Held
267M
Call Options Held
722K
Put Options Held
5.49M
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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