Marshall Financial Group Inc Ishares Russell 1000 Val ETF Transaction History

Marshall Financial Group Inc

$363 Million
Q3 2025

A detailed history of Marshall Financial Group Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Marshall Financial Group Inc holds 9,167 shares of IWD stock, worth $1.88 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

9,167

Previous 9,226 0.64%

Holding current value

$1.88 Million

Previous $1.79 Million 4.19%

% of portfolio

0.51%

Previous 0.54%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$192.76 - $203.86 $11,372 - $12,027	-59 Reduced 0.64%	9,167 $1.87 Million
Q2 2025 Aug 04, 2025	BUY	$166.82 - $194.23 $3,670 - $4,273	22 Added 0.24%	9,226 $1.79 Million
Q1 2025 Apr 30, 2025	SELL	$182.82 - $196.21 $53,931 - $57,881	-295 Reduced 3.11%	9,204 $1.73 Million
Q4 2024 Jan 24, 2025	SELL	$183.23 - $199.79 $124,962 - $136,256	-682 Reduced 6.7%	9,499 $1.76 Million
Q3 2024 Nov 04, 2024	SELL	$173.36 - $189.8 $4,854 - $5,314	-28 Reduced 0.27%	10,181 $1.93 Million

Q2 2024 Aug 09, 2024	BUY	$169.4 - $179.05 $3,726 - $3,939	22 Added 0.22%	10,209 $1.78 Million
Q1 2024 May 08, 2024	SELL	$161.84 - $179.11 $13,594 - $15,045	-84 Reduced 0.82%	10,187 $1.82 Million
Q4 2023 Feb 07, 2024	BUY	$143.69 - $165.7 $9,483 - $10,936	66 Added 0.65%	10,271 $1.7 Million
Q3 2023 Nov 02, 2023	SELL	$151.73 - $163.56 $201,497 - $217,207	-1,328 Reduced 11.51%	10,205 $1.55 Million
Q2 2023 Aug 10, 2023	BUY	$148.55 - $157.83 $3,416 - $3,630	23 Added 0.2%	11,533 $1.82 Million
Q1 2023 May 02, 2023	SELL	$145.2 - $161.56 $58,805 - $65,431	-405 Reduced 3.4%	11,510 $1.75 Million
Q4 2022 Feb 03, 2023	BUY	$136.78 - $158.99 $7,659 - $8,903	56 Added 0.47%	11,915 $1.81 Million
Q3 2022 Nov 14, 2022	SELL	$135.99 - $161.15 $62,419 - $73,967	-459 Reduced 3.73%	11,859 $1.61 Million
Q2 2022 Aug 10, 2022	SELL	$140.99 - $168.41 $31,722 - $37,892	-225 Reduced 1.79%	12,318 $1.79 Million
Q1 2022 May 10, 2022	SELL	$157.15 - $170.51 $222,052 - $240,930	-1,413 Reduced 10.12%	12,543 $2.08 Million
Q4 2021 Feb 08, 2022	SELL	$157.12 - $168.08 $174,560 - $186,736	-1,111 Reduced 7.37%	13,956 $2.34 Million
Q2 2021 Jul 29, 2021	SELL	$152.86 - $162.4 $20,788 - $22,086	-136 Reduced 0.89%	15,067 $2.39 Million
Q4 2020 Feb 04, 2021	SELL	$115.84 - $136.73 $32,666 - $38,557	-282 Reduced 1.82%	15,203 $2.08 Million
Q3 2020 Nov 10, 2020	SELL	$111.27 - $124.26 $146,320 - $163,401	-1,315 Reduced 7.83%	15,485 $1.83 Million
Q2 2020 Jul 27, 2020	SELL	$94.52 - $125.14 $226,375 - $299,710	-2,395 Reduced 12.48%	16,800 $1.89 Million
Q1 2020 Apr 23, 2020	SELL	$85.17 - $138.52 $209,433 - $340,620	-2,459 Reduced 11.36%	19,195 $1.9 Million
Q4 2019 Feb 05, 2020	BUY	$123.85 - $136.67 $11,394 - $12,573	92 Added 0.43%	21,654 $2.96 Million
Q2 2019 Jul 23, 2019	BUY	N/A	45 Added 0.21%	21,562 $2.74 Million
Q1 2019 Apr 26, 2019	BUY	N/A	33 Added 0.15%	21,517 $2.66 Million
Q4 2018 Feb 11, 2019	BUY	N/A	21,484 New	21,484 $2.39 Million

Others Institutions Holding IWD

# of Institutions

1,997

Shares Held

265M

Call Options Held

342K

Put Options Held

5.28M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall Financial Group Inc , based on Form 13F filings with the SEC.

News

Stay updated on Marshall Financial Group Inc with notifications on news.

Account

Marshall Financial Group Inc Ishares Russell 1000 Val ETF Transaction History