Tanglewood Legacy Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Tanglewood Legacy Advisors, LLC

$259 Billion
Q3 2025

A detailed history of Tanglewood Legacy Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 24,183 shares of IWD stock, worth $4.95 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares

24,183

Previous 23,702 2.03%

Holding current value

$4.95 Million

Previous $4.6 Billion 6.94%

% of portfolio

1.9%

Previous 1.89%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$192.76 - $203.86 $92,717 - $98,056	481 Added 2.03%	24,183 $4.92 Billion
Q2 2025 Aug 08, 2025	SELL	$166.82 - $194.23 $905,332 - $1.05 Million	-5,427 Reduced 18.63%	23,702 $4.6 Billion
Q1 2025 Apr 22, 2025	BUY	$182.82 - $196.21 $266,734 - $286,270	1,459 Added 5.27%	29,129 $5.48 Billion
Q4 2024 Jan 30, 2025	SELL	$183.23 - $199.79 $52,953 - $57,739	-289 Reduced 1.03%	27,670 $5.12 Billion
Q3 2024 Oct 15, 2024	BUY	$173.36 - $189.8 $6,240 - $6,832	36 Added 0.13%	27,959 $5.31 Billion
Q2 2024 Jul 17, 2024	SELL	$169.4 - $179.05 $222,761 - $235,450	-1,315 Reduced 4.5%	27,923 $4.87 Billion
Q1 2024 Apr 16, 2024	SELL	$161.84 - $179.11 $12,461 - $13,791	-77 Reduced 0.26%	29,238 $5.24 Billion
Q4 2023 Jan 22, 2024	SELL	$143.69 - $165.7 $23,565 - $27,174	-164 Reduced 0.56%	29,315 $4.84 Billion
Q3 2023 Oct 18, 2023	SELL	$151.73 - $163.56 $10,317 - $11,122	-68 Reduced 0.23%	29,479 $4.48 Billion
Q2 2023 Aug 01, 2023	SELL	$148.55 - $157.83 $41,148 - $43,718	-277 Reduced 0.93%	29,547 $4.66 Billion
Q1 2023 Apr 17, 2023	SELL	$145.2 - $161.56 $49,513 - $55,091	-341 Reduced 1.13%	29,824 $4.54 Billion
Q4 2022 Feb 13, 2023	BUY	$136.78 - $158.99 $4.13 Million - $4.8 Million	30,165 New	30,165 $4.57 Billion

Others Institutions Holding IWD

# of Institutions

1,991

Shares Held

265M

Call Options Held

342K

Put Options Held

5.28M

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 Tanglewood Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tanglewood Legacy Advisors, LLC with notifications on news.

Account

Tanglewood Legacy Advisors, LLC Ishares Russell 1000 Val ETF Transaction History