Lwm Advisory Services, LLC Ishares Russell 1000 Val ETF Transaction History

Lwm Advisory Services, LLC

  • $139 Million
  • Q2 2025

A detailed history of Lwm Advisory Services, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 5,264 shares of IWD stock, worth $1.07 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
5,264
Holding current value
$1.07 Million
% of portfolio
0.73%

Shares

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

Aug 14, 2025
BUY
$166.82 - $194.23 $878,140 - $1.02 Million
5,264 New
5,264 $1.02 Million
Q3 2023

Nov 02, 2023
BUY
$151.73 - $163.56 $46,277 - $49,885
305 New
305 $46,000
Q1 2022

May 09, 2022
SELL
$157.15 - $170.51 $362,073 - $392,855
-2,304 Closed
0 $0
Q4 2021

Feb 18, 2022
BUY
$157.12 - $168.08 $362,004 - $387,256
2,304 New
2,304 $387,000

Others Institutions Holding IWD

# of Institutions
1,977
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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