Vista Wealth Management Group, LLC Ishares Russell 1000 Val ETF Transaction History

Vista Wealth Management Group, LLC

$1.47 Billion
Q1 2025

A detailed history of Vista Wealth Management Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 10,795 shares of IWD stock, worth $1.93 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

10,795

Previous 9,447 14.27%

Holding current value

$1.93 Million

Previous $1.75 Million 14.99%

% of portfolio

0.14%

Previous 0.12%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$182.82 - $196.21 $246,441 - $264,491	1,348 Added 14.27%	10,795 $2.01 Million
Q4 2024 Jan 27, 2025	SELL	$183.23 - $199.79 $549 - $599	-3 Reduced 0.03%	9,447 $1.75 Million
Q2 2024 Jul 30, 2024	BUY	$169.4 - $179.05 $31,169 - $32,945	184 Added 1.99%	9,450 $1.65 Million
Q1 2024 Apr 29, 2024	SELL	$161.84 - $179.11 $20,715 - $22,926	-128 Reduced 1.36%	9,266 $1.66 Million
Q4 2023 Feb 12, 2024	BUY	$143.69 - $165.7 $18,392 - $21,209	128 Added 1.38%	9,394 $1.55 Million
Q3 2023 Nov 14, 2023	SELL	$151.73 - $163.56 $9,407 - $10,140	-62 Reduced 0.66%	9,266 $1.41 Million
Q1 2023 May 04, 2023	SELL	$145.2 - $161.56 $37,171 - $41,359	-256 Reduced 2.67%	9,328 $1.42 Million
Q4 2022 Feb 07, 2023	SELL	$136.78 - $158.99 $7,386 - $8,585	-54 Reduced 0.56%	9,584 $1.45 Million
Q2 2022 Jul 14, 2022	BUY	$140.99 - $168.41 $73,878 - $88,246	524 Added 5.75%	9,638 $1.39 Million
Q3 2021 Nov 02, 2021	SELL	$154.62 - $164.07 $22,419 - $23,790	-145 Reduced 1.57%	9,114 $1.43 Million
Q2 2021 Jul 27, 2021	SELL	$152.86 - $162.4 $33,017 - $35,078	-216 Reduced 2.28%	9,259 $1.47 Million
Q1 2021 Apr 26, 2021	SELL	$134.89 - $153.0 $9,846 - $11,169	-73 Reduced 0.76%	9,475 $1.44 Million
Q4 2020 Jan 25, 2021	SELL	$115.84 - $136.73 $49,000 - $57,836	-423 Reduced 4.24%	9,548 $1.31 Million
Q2 2020 Jul 14, 2020	SELL	$94.52 - $125.14 $46,314 - $61,318	-490 Reduced 4.68%	9,971 $1.12 Million
Q1 2020 May 01, 2020	BUY	$85.17 - $138.52 $132,609 - $215,675	1,557 Added 17.49%	10,461 $1.04 Million
Q4 2019 Feb 03, 2020	BUY	$123.85 - $136.67 $1.1 Million - $1.22 Million	8,904 New	8,904 $1.22 Million

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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Vista Wealth Management Group, LLC Ishares Russell 1000 Val ETF Transaction History