Roundview Capital LLC Ishares Russell 1000 Val ETF Transaction History

Roundview Capital LLC

  • $1.54 Billion
  • Q3 2025

A detailed history of Roundview Capital LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Roundview Capital LLC holds 1,082 shares of IWD stock, worth $221,582. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,082
Previous 1,082 -0.0%
Holding current value
$221,582
Previous $210,000 4.76%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 23, 2025
SELL
$166.82 - $194.23 $17,182 - $20,005
-103 Reduced 8.69%
1,082 $210,000
Q3 2024

Nov 14, 2024
SELL
$173.36 - $189.8 $1,906 - $2,087
-11 Reduced 0.92%
1,185 $224,000
Q1 2024

May 06, 2024
BUY
$161.84 - $179.11 $193,560 - $214,215
1,196 New
1,196 $214,000

Others Institutions Holding IWD

# of Institutions
2,000
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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