Lwm Advisors Inc Ishares Russell 1000 Val ETF Transaction History

Lwm Advisors Inc

  • $111 Billion
  • Q3 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 115,975 shares of IWD stock, worth $23.8 Million. This represents 21.21% of its overall portfolio holdings.

Number of Shares
115,975
Previous 114,359 1.41%
Holding current value
$23.8 Million
Previous $22.2 Billion 6.3%
% of portfolio
21.21%
Previous 21.36%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 06, 2025
BUY
$192.76 - $203.86 $311,500 - $329,437
1,616 Added 1.41%
115,975 $23.6 Billion
Q2 2025

Jul 07, 2025
SELL
$166.82 - $194.23 $70,398 - $81,965
-422 Reduced 0.37%
114,359 $22.2 Billion
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
1,947
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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