Visionary Wealth Advisors Ishares Russell 1000 Val ETF Transaction History

Visionary Wealth Advisors

$1.56 Billion
Q1 2025

A detailed history of Visionary Wealth Advisors transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Visionary Wealth Advisors holds 55,659 shares of IWD stock, worth $11.1 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

55,659

Previous 56,138 0.85%

Holding current value

$11.1 Million

Previous $10.4 Million 0.77%

% of portfolio

0.67%

Previous 0.64%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$182.82 - $196.21 $87,570 - $93,984	-479 Reduced 0.85%	55,659 $10.5 Million
Q4 2024 Feb 13, 2025	SELL	$183.23 - $199.79 $190,559 - $207,781	-1,040 Reduced 1.82%	56,138 $10.4 Million
Q3 2024 Nov 12, 2024	SELL	$173.36 - $189.8 $332,157 - $363,656	-1,916 Reduced 3.24%	57,178 $10.9 Million
Q2 2024 Aug 13, 2024	SELL	$169.4 - $179.05 $404,527 - $427,571	-2,388 Reduced 3.88%	59,094 $10.3 Million
Q1 2024 May 15, 2024	SELL	$161.84 - $179.11 $2.18 Million - $2.41 Million	-13,474 Reduced 17.98%	61,482 $11 Million
Q4 2023 Feb 14, 2024	SELL	$143.69 - $165.7 $699,913 - $807,124	-4,871 Reduced 6.1%	74,956 $12.4 Million
Q3 2023 Nov 13, 2023	SELL	$151.73 - $163.56 $623,762 - $672,395	-4,111 Reduced 4.9%	79,827 $12.1 Million
Q2 2023 Aug 11, 2023	SELL	$148.55 - $157.83 $31,938 - $33,933	-215 Reduced 0.26%	83,938 $13.2 Million
Q1 2023 May 15, 2023	SELL	$145.2 - $161.56 $112,239 - $124,885	-773 Reduced 0.91%	84,153 $12.8 Million
Q4 2022 Feb 13, 2023	BUY	$136.78 - $158.99 $557,241 - $647,725	4,074 Added 5.04%	84,926 $12.9 Million
Q3 2022 Nov 14, 2022	SELL	$135.99 - $161.15 $68,538 - $81,219	-504 Reduced 0.62%	80,852 $11 Million
Q2 2022 Aug 12, 2022	BUY	$140.99 - $168.41 $1.43 Million - $1.7 Million	10,123 Added 14.21%	81,356 $11.8 Million
Q1 2022 May 12, 2022	BUY	$157.15 - $170.51 $1.34 Million - $1.45 Million	8,513 Added 13.57%	71,233 $11.8 Million
Q4 2021 Feb 14, 2022	BUY	$157.12 - $168.08 $400,027 - $427,931	2,546 Added 4.23%	62,720 $10.5 Million
Q3 2021 Nov 12, 2021	BUY	$154.62 - $164.07 $1.4 Million - $1.49 Million	9,071 Added 17.75%	60,174 $9.42 Million
Q2 2021 Aug 13, 2021	BUY	$152.86 - $162.4 $517,431 - $549,724	3,385 Added 7.09%	51,103 $8.11 Million
Q1 2021 May 18, 2021	BUY	$134.89 - $153.0 $1.54 Million - $1.75 Million	11,436 Added 31.52%	47,718 $7.23 Million
Q4 2020 Feb 16, 2021	BUY	$115.84 - $136.73 $1.05 Million - $1.24 Million	9,086 Added 33.41%	36,282 $4.96 Million
Q3 2020 Nov 16, 2020	BUY	$111.27 - $124.26 $3.03 Million - $3.38 Million	27,196 New	27,196 $3.21 Million
Q1 2020 May 15, 2020	SELL	$85.17 - $138.52 $166,251 - $270,391	-1,952 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$123.85 - $136.67 $241,755 - $266,779	1,952 New	1,952 $267,000

Others Institutions Holding IWD

# of Institutions

1,922

Shares Held

276M

Call Options Held

617K

Put Options Held

5.88M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
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Visionary Wealth Advisors Ishares Russell 1000 Val ETF Transaction History