Lwm Advisors Inc Ishares Russell 1000 Val ETF Transaction History

Lwm Advisors Inc

  • $97.3 Billion
  • Q1 2025

A detailed history of Lwm Advisors Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Lwm Advisors Inc holds 114,781 shares of IWD stock, worth $22.5 Million. This represents 21.84% of its overall portfolio holdings.

Number of Shares
114,781
Previous 118,408 3.06%
Holding current value
$22.5 Million
Previous $21.9 Billion 3.11%
% of portfolio
21.84%
Previous 22.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$182.82 - $196.21 $663,088 - $711,653
-3,627 Reduced 3.06%
114,781 $21.2 Billion
Q4 2024

May 13, 2025
BUY
$183.23 - $199.79 $21.7 Million - $23.7 Million
118,408 New
118,408 $21.9 Billion

Others Institutions Holding IWD

# of Institutions
1,909
Shares Held
279M
Call Options Held
617K
Put Options Held
5.88M
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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