Pin Oak Investment Advisors Inc Ishares Russell 1000 Val ETF Transaction History

Pin Oak Investment Advisors Inc

  • $125 Million
  • Q3 2025

A detailed history of Pin Oak Investment Advisors Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Pin Oak Investment Advisors Inc holds 1,003 shares of IWD stock, worth $205,404. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,003
Previous 1,003 -0.0%
Holding current value
$205,404
Previous $188,000 8.51%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Aug 11, 2025
SELL
$166.82 - $194.23 $40,870 - $47,586
-245 Reduced 19.63%
1,003 $188,000
Q3 2024

Nov 13, 2024
SELL
$173.36 - $189.8 $13,175 - $14,424
-76 Reduced 5.74%
1,248 $236,000
Q2 2023

Aug 14, 2023
BUY
$148.55 - $157.83 $36,394 - $38,668
245 Added 22.71%
1,324 $209,000
Q2 2022

Aug 12, 2022
BUY
$140.99 - $168.41 $18,469 - $22,061
131 Added 13.82%
1,079 $156,000
Q1 2022

May 13, 2022
SELL
$157.15 - $170.51 $6,757 - $7,331
-43 Reduced 4.34%
948 $157,000
Q2 2021

Aug 16, 2021
BUY
$152.86 - $162.4 $6,572 - $6,983
43 Added 4.54%
991 $157,000
Q1 2021

May 12, 2021
BUY
$134.89 - $153.0 $34,936 - $39,627
259 Added 37.59%
948 $144,000
Q1 2020

May 18, 2020
SELL
$85.17 - $138.52 $6,558 - $10,666
-77 Reduced 10.05%
689 $68,000
Q2 2019

Aug 14, 2019
SELL
N/A
-867 Reduced 53.09%
766 $97,000
Q1 2019

May 14, 2019
SELL
N/A
-127 Reduced 7.22%
1,633 $202,000
Q4 2018

Feb 26, 2019
SELL
N/A
-765 Reduced 30.3%
1,760 $195,000
Q2 2018

Aug 15, 2018
BUY
N/A
760 Added 43.06%
2,525 $306,000
Q1 2018

May 14, 2018
BUY
N/A
867 Added 96.55%
1,765 $212,000
Q4 2017

Feb 20, 2018
BUY
N/A
898
898 $112,000

Others Institutions Holding IWD

# of Institutions
1,992
Shares Held
265M
Call Options Held
342K
Put Options Held
5.28M
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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