Tobias Financial Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History

Tobias Financial Advisors, Inc.

  • $569 Million
  • Q2 2025

A detailed history of Tobias Financial Advisors, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 17,140 shares of IWD stock, worth $3.47 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
17,140
Previous 12,183 40.69%
Holding current value
$3.47 Million
Previous $2.29 Million 45.24%
% of portfolio
0.59%
Previous 0.46%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$166.82 - $194.23 $826,926 - $962,798
4,957 Added 40.69%
17,140 $3.33 Million
Q1 2025

May 15, 2025
BUY
$182.82 - $196.21 $298,910 - $320,803
1,635 Added 15.5%
12,183 $2.29 Million
Q4 2024

Feb 13, 2025
SELL
$183.23 - $199.79 $75,124 - $81,913
-410 Reduced 3.74%
10,548 $1.95 Million
Q3 2024

Oct 30, 2024
SELL
$173.36 - $189.8 $12,308 - $13,475
-71 Reduced 0.64%
10,958 $2.08 Million
Q2 2024

Aug 13, 2024
SELL
$169.4 - $179.05 $3,388 - $3,581
-20 Reduced 0.18%
11,029 $1.92 Million
Q1 2024

May 02, 2024
SELL
$161.84 - $179.11 $8,092 - $8,955
-50 Reduced 0.45%
11,049 $1.98 Million
Q4 2023

Feb 14, 2024
SELL
$143.69 - $165.7 $45,406 - $52,361
-316 Reduced 2.77%
11,099 $1.83 Million
Q3 2023

Nov 03, 2023
SELL
$151.73 - $163.56 $28,525 - $30,749
-188 Reduced 1.62%
11,415 $1.73 Million
Q2 2023

Aug 03, 2023
SELL
$148.55 - $157.83 $23,470 - $24,937
-158 Reduced 1.34%
11,603 $1.83 Million
Q1 2023

Apr 24, 2023
SELL
$145.2 - $161.56 $220,268 - $245,086
-1,517 Reduced 11.42%
11,761 $1.79 Million
Q4 2022

Feb 13, 2023
SELL
$136.78 - $158.99 $19,696 - $22,894
-144 Reduced 1.07%
13,278 $2.01 Million
Q3 2022

Nov 14, 2022
SELL
$135.99 - $161.15 $84,993 - $100,718
-625 Reduced 4.45%
13,422 $1.83 Million
Q2 2022

Aug 12, 2022
BUY
$140.99 - $168.41 $650,104 - $776,538
4,611 Added 48.87%
14,047 $2.04 Million
Q1 2022

May 09, 2022
BUY
$157.15 - $170.51 $1.48 Million - $1.61 Million
9,436 New
9,436 $1.57 Million
Q4 2021

Feb 09, 2022
SELL
$157.12 - $168.08 $1.49 Million - $1.59 Million
-9,480 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$154.62 - $164.07 $14,688 - $15,586
95 Added 1.01%
9,480 $1.48 Million
Q2 2021

Aug 12, 2021
SELL
$152.86 - $162.4 $20,788 - $22,086
-136 Reduced 1.43%
9,385 $1.49 Million
Q1 2021

May 07, 2021
SELL
$134.89 - $153.0 $429,219 - $486,846
-3,182 Reduced 25.05%
9,521 $1.44 Million
Q4 2020

Feb 12, 2021
SELL
$115.84 - $136.73 $47,841 - $56,469
-413 Reduced 3.15%
12,703 $1.74 Million
Q3 2020

Nov 05, 2020
SELL
$111.27 - $124.26 $1.13 Million - $1.26 Million
-10,174 Reduced 43.68%
13,116 $1.55 Million
Q2 2020

Nov 05, 2020
SELL
$94.52 - $125.14 $1.61 Million - $2.13 Million
-17,014 Reduced 42.21%
23,290 $2.62 Million
Q1 2020

May 13, 2020
SELL
$85.17 - $138.52 $55,275 - $89,899
-649 Reduced 1.58%
40,304 $4 Million
Q4 2019

Feb 04, 2020
BUY
$123.85 - $136.67 $5.07 Million - $5.6 Million
40,953 New
40,953 $5.59 Million

Others Institutions Holding IWD

# of Institutions
1,949
Shares Held
267M
Call Options Held
722K
Put Options Held
5.49M
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 Tobias Financial Advisors, Inc. Portfolio

Follow Tobias Financial Advisors, Inc. 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 Tobias Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tobias Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email