Personal Cfo Solutions, LLC Ishares Russell 1000 Val ETF Transaction History

Personal Cfo Solutions, LLC

$482 Million
Q1 2025

A detailed history of Personal Cfo Solutions, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 4,756 shares of IWD stock, worth $963,185. This represents 0.19% of its overall portfolio holdings.

Number of Shares

4,756

Previous 7,693 38.18%

Holding current value

$963,185

Previous $1.42 Million 37.22%

% of portfolio

0.19%

Previous 0.29%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$182.82 - $196.21 $536,942 - $576,268	-2,937 Reduced 38.18%	4,756 $894,000
Q4 2024 Feb 07, 2025	BUY	$183.23 - $199.79 $555,003 - $605,163	3,029 Added 64.94%	7,693 $1.42 Million
Q3 2024 Nov 14, 2024	SELL	$173.36 - $189.8 $611,267 - $669,234	-3,526 Reduced 43.05%	4,664 $885,000
Q2 2024 Aug 09, 2024	BUY	$169.4 - $179.05 $597,473 - $631,509	3,527 Added 75.64%	8,190 $1.43 Million
Q1 2024 May 13, 2024	SELL	$161.84 - $179.11 $632,956 - $700,499	-3,911 Reduced 45.61%	4,663 $835,000
Q4 2023 Feb 13, 2024	BUY	$143.69 - $165.7 $364,397 - $420,215	2,536 Added 42.0%	8,574 $1.42 Million
Q3 2023 Nov 13, 2023	BUY	$151.73 - $163.56 $469,756 - $506,381	3,096 Added 105.23%	6,038 $916,000
Q1 2023 May 09, 2023	SELL	$145.2 - $161.56 $78,117 - $86,919	-538 Reduced 15.46%	2,942 $447,000
Q4 2022 Feb 14, 2023	SELL	$136.78 - $158.99 $88,496 - $102,866	-647 Reduced 15.68%	3,480 $527,000
Q3 2022 Nov 01, 2022	SELL	$135.99 - $161.15 $1.18 Million - $1.4 Million	-8,677 Reduced 67.77%	4,127 $561,000
Q2 2022 Aug 05, 2022	BUY	$140.99 - $168.41 $1.29 Million - $1.55 Million	9,177 Added 253.02%	12,804 $1.86 Million
Q1 2022 May 02, 2022	SELL	$157.15 - $170.51 $147,721 - $160,279	-940 Reduced 20.58%	3,627 $602,000
Q4 2021 Feb 11, 2022	BUY	$157.12 - $168.08 $51,378 - $54,962	327 Added 7.71%	4,567 $767,000
Q3 2021 Nov 18, 2021	BUY	$154.62 - $164.07 $46,386 - $49,221	300 Added 7.61%	4,240 $664,000
Q2 2021 Jul 22, 2021	BUY	$152.86 - $162.4 $82,544 - $87,696	540 Added 15.88%	3,940 $625,000
Q1 2021 Apr 21, 2021	SELL	$134.89 - $153.0 $631,554 - $716,346	-4,682 Reduced 57.93%	3,400 $515,000
Q4 2020 Feb 09, 2021	BUY	$115.84 - $136.73 $449,690 - $530,785	3,882 Added 92.43%	8,082 $0
Q2 2020 Aug 03, 2020	SELL	$94.52 - $125.14 $1.57 Million - $2.08 Million	-16,643 Reduced 79.85%	4,200 $473,000
Q1 2020 Apr 30, 2020	BUY	$85.17 - $138.52 $1.01 Million - $1.64 Million	11,864 Added 132.13%	20,843 $2.07 Million
Q4 2019 Feb 13, 2020	BUY	$123.85 - $136.67 $163,977 - $180,951	1,324 Added 17.3%	8,979 $1.23 Million
Q3 2019 Nov 13, 2019	BUY	$127.92 - $130.25 $979,227 - $997,063	7,655 New	7,655 $982,000

Others Institutions Holding IWD

# of Institutions

1,970

Shares Held

267M

Call Options Held

722K

Put Options Held

5.49M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
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Personal Cfo Solutions, LLC Ishares Russell 1000 Val ETF Transaction History