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

Tanglewood Legacy Advisors, LLC

$228 Billion
Q1 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 29,129 shares of IWD stock, worth $5.21 Million. This represents 2.4% of its overall portfolio holdings.

Number of Shares

29,129

Previous 27,670 5.27%

Holding current value

$5.21 Million

Previous $5.12 Billion 6.99%

% of portfolio

2.4%

Previous 2.19%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,896

Shares Held

287M

Call Options Held

1.31M

Put Options Held

1.09M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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