A detailed history of Richardson Financial Services Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Richardson Financial Services Inc. holds 285 shares of IWD stock, worth $53,756. This represents 0.04% of its overall portfolio holdings.

Number of Shares
285
Previous 355 19.72%
Holding current value
$53,756
Previous $65.7 Million 18.38%
% of portfolio
0.04%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025

SELL
$182.82 - $196.21 $12,797 - $13,734
-70 Reduced 19.72%
285 $53.6 Million
Q4 2024

Jan 24, 2025

SELL
$183.23 - $199.79 $50,021 - $54,542
-273 Reduced 43.47%
355 $65.7 Million
Q3 2024

Oct 24, 2024

BUY
$173.36 - $189.8 $54,435 - $59,597
314 Added 100.0%
628 $114 Million
Q1 2024

May 03, 2024

BUY
$161.84 - $179.11 $50,817 - $56,240
314 New
314 $56.2 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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