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

Tobias Financial Advisors, Inc.

$635 Million
Q3 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 17,388 shares of IWD stock, worth $3.56 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

17,388

Previous 17,140 1.45%

Holding current value

$3.56 Million

Previous $3.33 Million 6.34%

% of portfolio

0.56%

Previous 0.59%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$192.76 - $203.86 $47,804 - $50,557	248 Added 1.45%	17,388 $3.54 Million
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

1,991

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

News

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

Account

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