True Link Financial Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

True Link Financial Advisors, LLC

  • $1.34 Billion
  • Q1 2025

A detailed history of True Link Financial Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 5,398 shares of IWD stock, worth $973,961. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,398
Holding current value
$973,961
% of portfolio
0.08%

Shares

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

Apr 21, 2025
BUY
$182.82 - $196.21 $986,862 - $1.06 Million
5,398 New
5,398 $1.02 Million
Q4 2023

Jan 19, 2024
BUY
$143.69 - $165.7 $1,867 - $2,154
13 Added 0.7%
1,873 $309,000
Q3 2023

Oct 30, 2023
BUY
$151.73 - $163.56 $10,014 - $10,794
66 Added 3.68%
1,860 $282,000
Q2 2023

Jul 20, 2023
SELL
$148.55 - $157.83 $19,311 - $20,517
-130 Reduced 6.76%
1,794 $283,000
Q1 2023

May 05, 2023
BUY
$145.2 - $161.56 $18,876 - $21,002
130 Added 7.25%
1,924 $292,000
Q4 2022

Feb 09, 2023
SELL
$136.78 - $158.99 $7,933 - $9,221
-58 Reduced 3.13%
1,794 $272,000
Q1 2022

May 16, 2022
BUY
$157.15 - $170.51 $233,839 - $253,718
1,488 Added 408.79%
1,852 $307,000
Q4 2021

Feb 01, 2022
SELL
$157.12 - $168.08 $10,684 - $11,429
-68 Reduced 15.74%
364 $61,000
Q2 2021

Aug 19, 2021
SELL
$152.86 - $162.4 $14,674 - $15,590
-96 Reduced 18.18%
432 $69,000
Q4 2020

Feb 16, 2021
BUY
$115.84 - $136.73 $61,163 - $72,193
528 New
528 $72,000

Others Institutions Holding IWD

# of Institutions
1,887
Shares Held
287M
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
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