Rise Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Rise Advisors, LLC

  • $220 Million
  • Q1 2025

A detailed history of Rise Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Rise Advisors, LLC holds 247 shares of IWD stock, worth $44,151. This represents 0.02% of its overall portfolio holdings.

Number of Shares
247
Previous 246 0.41%
Holding current value
$44,151
Previous $45,000 2.22%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 15, 2025
BUY
$182.82 - $196.21 $182 - $196
1 Added 0.41%
247 $46,000
Q4 2024

Jan 07, 2025
BUY
$183.23 - $199.79 $183 - $199
1 Added 0.41%
246 $45,000
Q3 2024

Oct 11, 2024
BUY
$173.36 - $189.8 $173 - $189
1 Added 0.41%
245 $46,000
Q2 2024

Jul 09, 2024
BUY
$169.4 - $179.05 $169 - $179
1 Added 0.41%
244 $42,000
Q1 2024

Apr 09, 2024
BUY
$161.84 - $179.11 $161 - $179
1 Added 0.41%
243 $43,000
Q4 2023

Jan 10, 2024
BUY
$143.69 - $165.7 $431 - $497
3 Added 1.26%
242 $39,000
Q2 2023

Jul 10, 2023
BUY
$148.55 - $157.83 $148 - $157
1 Added 0.42%
239 $37,000
Q1 2023

Apr 05, 2023
BUY
$145.2 - $161.56 $145 - $161
1 Added 0.42%
238 $36,000
Q4 2022

Jan 06, 2023
BUY
$136.78 - $158.99 $273 - $317
2 Added 0.85%
237 $0
Q3 2022

Oct 11, 2022
SELL
$135.99 - $161.15 $15,230 - $18,048
-112 Reduced 32.28%
235 $32,000
Q2 2022

Jul 28, 2022
BUY
$140.99 - $168.41 $281 - $336
2 Added 0.58%
347 $50,000
Q1 2022

Apr 22, 2022
BUY
$157.15 - $170.51 $157 - $170
1 Added 0.29%
345 $57,000
Q4 2021

Feb 24, 2022
BUY
$157.12 - $168.08 $54,049 - $57,819
344 New
344 $57.7 Million

Others Institutions Holding IWD

# of Institutions
1,908
Shares Held
280M
Call Options Held
617K
Put Options Held
5.88M
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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