Lowery Thomas, LLC Ishares Russell 1000 Val ETF Transaction History

Lowery Thomas, LLC

  • $154 Million
  • Q2 2025

A detailed history of Lowery Thomas, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Lowery Thomas, LLC holds 4,089 shares of IWD stock, worth $815,510. This represents 0.52% of its overall portfolio holdings.

Number of Shares
4,089
Previous 4,071 0.44%
Holding current value
$815,510
Previous $765,000 3.79%
% of portfolio
0.52%
Previous 0.53%

Shares

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

Jul 18, 2025
BUY
$166.82 - $194.23 $3,002 - $3,496
18 Added 0.44%
4,089 $794,000
Q1 2025

May 05, 2025
SELL
$182.82 - $196.21 $33,456 - $35,906
-183 Reduced 4.3%
4,071 $765,000
Q4 2024

Feb 07, 2025
BUY
$183.23 - $199.79 $4,214 - $4,595
23 Added 0.54%
4,254 $787,000
Q3 2024

Nov 08, 2024
BUY
$173.36 - $189.8 $3,813 - $4,175
22 Added 0.52%
4,231 $803,000
Q2 2024

Aug 02, 2024
SELL
$169.4 - $179.05 $18,125 - $19,158
-107 Reduced 2.48%
4,209 $734,000
Q1 2024

May 10, 2024
SELL
$161.84 - $179.11 $45,477 - $50,329
-281 Reduced 6.11%
4,316 $773,000
Q4 2023

Feb 05, 2024
BUY
$143.69 - $165.7 $8,046 - $9,279
56 Added 1.23%
4,597 $759,000
Q3 2023

Nov 01, 2023
BUY
$151.73 - $163.56 $358,234 - $386,165
2,361 Added 108.3%
4,541 $689,000
Q2 2023

Jul 31, 2023
BUY
$148.55 - $157.83 $1,188 - $1,262
8 Added 0.37%
2,180 $344,000
Q1 2023

May 04, 2023
SELL
$145.2 - $161.56 $9,728 - $10,824
-67 Reduced 2.99%
2,172 $330,000
Q4 2022

Feb 10, 2023
SELL
$136.78 - $158.99 $197,510 - $229,581
-1,444 Reduced 39.21%
2,239 $339,000
Q2 2022

Aug 15, 2022
BUY
$140.99 - $168.41 $96,296 - $115,024
683 Added 22.77%
3,683 $534,000
Q1 2022

May 10, 2022
BUY
$157.15 - $170.51 $2,042 - $2,216
13 Added 0.44%
3,000 $498,000
Q4 2021

May 10, 2022
BUY
$157.12 - $168.08 $469,317 - $502,054
2,987 New
2,987 $502,000

Others Institutions Holding IWD

# of Institutions
1,948
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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