Rtd Financial Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History

Rtd Financial Advisors, Inc.

$781 Million
Q2 2025

A detailed history of Rtd Financial Advisors, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 79,798 shares of IWD stock, worth $15.5 Million. This represents 1.98% of its overall portfolio holdings.

Number of Shares

79,798

Previous 87,218 8.51%

Holding current value

$15.5 Million

Previous $16.2 Million 4.6%

% of portfolio

1.98%

Previous 2.19%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$166.82 - $194.23 $1.24 Million - $1.44 Million	-7,420 Reduced 8.51%	79,798 $15.5 Million
Q1 2025 Apr 16, 2025	BUY	$182.82 - $196.21 $744,260 - $798,770	4,071 Added 4.9%	87,218 $16.2 Million
Q4 2024 Jan 21, 2025	BUY	$183.23 - $199.79 $67,245 - $73,322	367 Added 0.44%	83,147 $15.4 Million
Q3 2024 Oct 30, 2024	BUY	$173.36 - $189.8 $603,986 - $661,263	3,484 Added 4.39%	82,780 $15.7 Million
Q2 2024 Jul 22, 2024	BUY	$169.4 - $179.05 $39,300 - $41,539	232 Added 0.29%	79,296 $13.8 Million
Q1 2024 Apr 19, 2024	BUY	$161.84 - $179.11 $352,325 - $389,922	2,177 Added 2.83%	79,064 $14.2 Million
Q4 2023 Jan 17, 2024	BUY	$143.69 - $165.7 $89,518 - $103,231	623 Added 0.82%	76,887 $12.7 Million
Q3 2023 Oct 19, 2023	SELL	$151.73 - $163.56 $228,505 - $246,321	-1,506 Reduced 1.94%	76,264 $11.6 Million
Q2 2023 Jul 13, 2023	BUY	$148.55 - $157.83 $317,302 - $337,124	2,136 Added 2.82%	77,770 $12.3 Million
Q1 2023 Apr 18, 2023	BUY	$145.2 - $161.56 $270,943 - $301,470	1,866 Added 2.53%	75,634 $11.5 Million
Q4 2022 Jan 24, 2023	SELL	$136.78 - $158.99 $90,821 - $105,569	-664 Reduced 0.89%	73,768 $0
Q3 2022 Oct 12, 2022	SELL	$135.99 - $161.15 $688,653 - $816,063	-5,064 Reduced 6.37%	74,432 $10.1 Million
Q2 2022 Jul 21, 2022	SELL	$140.99 - $168.41 $950,554 - $1.14 Million	-6,742 Reduced 7.82%	79,496 $11.5 Million
Q1 2022 May 03, 2022	BUY	$157.15 - $170.51 $2,514 - $2,728	16 Added 0.02%	86,238 $14.3 Million
Q4 2021 May 02, 2022	BUY	$157.12 - $168.08 $13.5 Million - $14.5 Million	86,222 New	86,222 $14.5 Million

Others Institutions Holding IWD

# of Institutions

1,930

Shares Held

275M

Call Options Held

617K

Put Options Held

5.88M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
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Rtd Financial Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History