Lvw Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Lvw Advisors, LLC

  • $862 Million
  • Q2 2025

A detailed history of Lvw Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Lvw Advisors, LLC holds 1,991 shares of IWD stock, worth $403,217. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,991
Previous 1,598 24.59%
Holding current value
$403,217
Previous $297,000 29.97%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jul 16, 2025
BUY
$166.82 - $194.23 $65,560 - $76,332
393 Added 24.59%
1,991 $386,000
Q1 2025

Apr 09, 2025
SELL
$182.82 - $196.21 $43,145 - $46,305
-236 Reduced 12.87%
1,598 $297,000
Q4 2024

Jan 16, 2025
BUY
$183.23 - $199.79 $336,043 - $366,414
1,834 New
1,834 $339,000
Q3 2023

Oct 10, 2023
BUY
$151.73 - $163.56 $203,773 - $219,661
1,343 New
1,343 $203,000
Q2 2022

Jul 22, 2022
BUY
$140.99 - $168.41 $221,072 - $264,066
1,568 New
1,568 $227,000
Q1 2022

May 02, 2022
SELL
$157.15 - $170.51 $628,442 - $681,869
-3,999 Closed
0 $0
Q4 2021

Jan 26, 2022
BUY
$157.12 - $168.08 $412,754 - $441,546
2,627 Added 191.47%
3,999 $672,000
Q3 2021

Nov 02, 2021
BUY
$154.62 - $164.07 $10,978 - $11,648
71 Added 5.46%
1,372 $215,000
Q2 2021

Jul 15, 2021
BUY
$152.86 - $162.4 $198,870 - $211,282
1,301 New
1,301 $206,000
Q1 2021

Apr 19, 2021
SELL
$134.89 - $153.0 $308,628 - $350,064
-2,288 Closed
0 $0
Q4 2020

Feb 04, 2021
BUY
$115.84 - $136.73 $44,945 - $53,051
388 Added 20.42%
2,288 $313,000
Q3 2020

Oct 29, 2020
BUY
$111.27 - $124.26 $211,413 - $236,094
1,900 New
1,900 $224,000
Q2 2020

Aug 11, 2020
SELL
$94.52 - $125.14 $273,351 - $361,904
-2,892 Closed
0 $0
Q1 2020

Apr 23, 2020
BUY
$85.17 - $138.52 $80,741 - $131,316
948 Added 48.77%
2,892 $287,000
Q1 2019

May 03, 2019
BUY
N/A
1,944 New
1,944 $240,000

Others Institutions Holding IWD

# of Institutions
1,949
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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