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 $508,042. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,625

Previous 2,619 0.23%

Holding current value

$508,042

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

1,772

Shares Held

257M

Call Options Held

606K

Put Options Held

653K

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sc&H Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sc&H Financial Advisors, Inc. with notifications on news.

Account

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