Widmann Financial Services, Inc. Ishares Russell 1000 Val ETF Transaction History

Widmann Financial Services, Inc.

  • $157 Million
  • Q3 2025

A detailed history of Widmann Financial Services, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Widmann Financial Services, Inc. holds 33,487 shares of IWD stock, worth $6.86 Million. This represents 4.35% of its overall portfolio holdings.

Number of Shares
33,487
Previous 31,683 5.69%
Holding current value
$6.86 Million
Previous $6.15 Million 10.79%
% of portfolio
4.35%
Previous 4.34%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$192.76 - $203.86 $347,739 - $367,763
1,804 Added 5.69%
33,487 $6.82 Million
Q2 2025

Aug 14, 2025
BUY
$166.82 - $194.23 $178,163 - $207,437
1,068 Added 3.49%
31,683 $6.15 Million
Q1 2025

May 14, 2025
BUY
$182.82 - $196.21 $148,267 - $159,126
811 Added 2.72%
30,615 $5.76 Million
Q4 2024

Feb 14, 2025
BUY
$183.23 - $199.79 $229,403 - $250,137
1,252 Added 4.38%
29,804 $5.52 Million
Q3 2024

Nov 14, 2024
BUY
$173.36 - $189.8 $97,254 - $106,477
561 Added 2.0%
28,552 $5.42 Million
Q2 2024

Aug 14, 2024
SELL
$169.4 - $179.05 $12,366 - $13,070
-73 Reduced 0.26%
27,991 $4.88 Million
Q1 2024

May 14, 2024
BUY
$161.84 - $179.11 $74,608 - $82,569
461 Added 1.67%
28,064 $5.03 Million
Q4 2023

Feb 13, 2024
BUY
$143.69 - $165.7 $60,493 - $69,759
421 Added 1.55%
27,603 $4.56 Million
Q3 2023

Nov 06, 2023
BUY
$151.73 - $163.56 $22,759 - $24,534
150 Added 0.55%
27,182 $4.13 Million
Q2 2023

Aug 04, 2023
BUY
$148.55 - $157.83 $11,735 - $12,468
79 Added 0.29%
27,032 $4.27 Million
Q1 2023

May 09, 2023
BUY
$145.2 - $161.56 $181,645 - $202,111
1,251 Added 4.87%
26,953 $4.1 Million
Q4 2022

Feb 06, 2023
BUY
$136.78 - $158.99 $34,742 - $40,383
254 Added 1.0%
25,702 $3.9 Million
Q3 2022

Nov 14, 2022
BUY
$135.99 - $161.15 $133,270 - $157,927
980 Added 4.01%
25,448 $0
Q2 2022

Aug 01, 2022
SELL
$140.99 - $168.41 $12,125 - $14,483
-86 Reduced 0.35%
24,468 $3.55 Million
Q1 2022

May 04, 2022
SELL
$157.15 - $170.51 $84,389 - $91,563
-537 Reduced 2.14%
24,554 $4.08 Million
Q4 2021

Jan 28, 2022
BUY
$157.12 - $168.08 $3.94 Million - $4.22 Million
25,091 New
25,091 $4.21 Million

Others Institutions Holding IWD

# of Institutions
1,993
Shares Held
265M
Call Options Held
342K
Put Options Held
5.28M
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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