Sc&H Financial Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History

Sc&H Financial Advisors, Inc.

$461 Million
Q4 2024

A detailed history of Sc&H Financial Advisors, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Sc&H Financial Advisors, Inc. holds 2,625 shares of IWD stock, worth $510,510. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,625

Previous 2,619 0.23%

Holding current value

$510,510

Previous $497,000 2.41%

% of portfolio

0.11%

Previous 0.11%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$183.23 - $199.79 $1,099 - $1,198	6 Added 0.23%	2,625 $485,000
Q3 2024 Oct 24, 2024	BUY	$173.36 - $189.8 $1,213 - $1,328	7 Added 0.27%	2,619 $497,000
Q2 2024 Aug 01, 2024	BUY	$169.4 - $179.05 $847 - $895	5 Added 0.19%	2,612 $455,000
Q1 2024 May 02, 2024	BUY	$161.84 - $179.11 $809 - $895	5 Added 0.19%	2,607 $466,000
Q4 2023 Feb 01, 2024	BUY	$143.69 - $165.7 $2,011 - $2,319	14 Added 0.54%	2,602 $429,000
Q2 2023 Aug 07, 2023	BUY	$148.55 - $157.83 $742 - $789	5 Added 0.19%	2,588 $408,000
Q1 2023 May 12, 2023	BUY	$145.2 - $161.56 $726 - $807	5 Added 0.19%	2,583 $393,000
Q4 2022 Feb 10, 2023	BUY	$136.78 - $158.99 $1,094 - $1,271	8 Added 0.31%	2,578 $390,000
Q3 2022 Nov 09, 2022	BUY	$135.99 - $161.15 $1,359 - $1,611	10 Added 0.39%	2,570 $350,000
Q2 2022 Aug 10, 2022	SELL	$140.99 - $168.41 $13,817 - $16,504	-98 Reduced 3.69%	2,560 $371,000
Q1 2022 May 10, 2022	BUY	$157.15 - $170.51 $417,704 - $453,215	2,658 New	2,658 $441,000

Others Institutions Holding IWD

# of Institutions

1,852

Shares Held

277M

Call Options Held

1.29M

Put Options Held

1.1M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Sc&H Financial Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History