Tandem Financial, LLC Ishares Russell 1000 Val ETF Transaction History

Tandem Financial, LLC

  • $92.5 Billion
  • Q1 2025

A detailed history of Tandem Financial, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Tandem Financial, LLC holds 37,504 shares of IWD stock, worth $6.7 Million. This represents 7.63% of its overall portfolio holdings.

Number of Shares
37,504
Previous 36,879 1.69%
Holding current value
$6.7 Million
Previous $6.83 Billion 3.36%
% of portfolio
7.63%
Previous 7.23%

Shares

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

May 08, 2025
BUY
$182.82 - $196.21 $114,262 - $122,631
625 Added 1.69%
37,504 $7.06 Billion
Q4 2024

Jan 27, 2025
BUY
$183.23 - $199.79 $6.76 Million - $7.37 Million
36,879 New
36,879 $6.83 Billion

Others Institutions Holding IWD

# of Institutions
1,897
Shares Held
286M
Call Options Held
1.31M
Put Options Held
1.09M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Tandem Financial, LLC Portfolio

Follow Tandem Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tandem Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tandem Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email