A detailed history of St. Clair Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, St. Clair Advisors, LLC holds 1,389 shares of IWD stock, worth $250,617. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,389
Previous 2,117 34.39%
Holding current value
$250,617
Previous $392 Million 33.32%
% of portfolio
0.07%
Previous 0.11%

Shares

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

Apr 24, 2025

SELL
$182.82 - $196.21 $133,092 - $142,840
-728 Reduced 34.39%
1,389 $261 Million
Q4 2024

Feb 14, 2025

BUY
$183.23 - $199.79 $387,897 - $422,955
2,117 New
2,117 $392 Million
Q1 2023

Apr 10, 2025

SELL
$145.2 - $161.56 $273,702 - $304,540
-1,885 Closed
0 $0
Q4 2022

Apr 10, 2025

BUY
$136.78 - $158.99 $257,830 - $299,696
1,885 New
1,885 $286 Million
Q1 2022

Apr 10, 2025

SELL
$157.15 - $170.51 $757,148 - $821,517
-4,818 Closed
0 $0
Q4 2021

Apr 10, 2025

BUY
$157.12 - $168.08 $424,381 - $453,984
2,701 Added 127.59%
4,818 $809 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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