Paladin Advisory Group, LLC Ishares Russell 1000 Val ETF Transaction History

Paladin Advisory Group, LLC

$128 Million
Q2 2025

A detailed history of Paladin Advisory Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Paladin Advisory Group, LLC holds 8,362 shares of IWD stock, worth $1.69 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares

8,362

Previous 6,447 29.7%

Holding current value

$1.69 Million

Previous $1.2 Million 35.33%

% of portfolio

1.27%

Previous 0.98%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$166.82 - $194.23 $319,460 - $371,950	1,915 Added 29.7%	8,362 $1.62 Million
Q1 2025 Apr 15, 2025	BUY	$182.82 - $196.21 $9,689 - $10,399	53 Added 0.83%	6,447 $1.2 Million
Q4 2024 Jan 23, 2025	SELL	$183.23 - $199.79 $19,788 - $21,577	-108 Reduced 1.66%	6,394 $1.18 Million
Q3 2024 Nov 05, 2024	BUY	$173.36 - $189.8 $478,473 - $523,848	2,760 Added 73.76%	6,502 $1.23 Million
Q2 2024 Jul 24, 2024	BUY	$169.4 - $179.05 $13,213 - $13,965	78 Added 2.13%	3,742 $652,000
Q1 2023 Apr 21, 2023	BUY	$145.2 - $161.56 $532,012 - $591,955	3,664 New	3,664 $557,000
Q1 2022 Apr 15, 2022	BUY	$157.15 - $170.51 $629,700 - $683,233	4,007 New	4,007 $667,000

Others Institutions Holding IWD

# of Institutions

1,957

Shares Held

267M

Call Options Held

722K

Put Options Held

5.49M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Paladin Advisory Group, LLC Ishares Russell 1000 Val ETF Transaction History