Windsor Advisory Group, LLC Ishares Russell 1000 Val ETF Transaction History

Windsor Advisory Group, LLC

  • $113 Billion
  • Q3 2025

A detailed history of Windsor Advisory Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 1,238 shares of IWD stock, worth $253,530. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,238
Previous 1,238 -0.0%
Holding current value
$253,530
Previous $240 Million 4.82%
% of portfolio
0.22%
Previous 0.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$183.23 - $199.79 $119,465 - $130,263
652 Added 111.26%
1,238 $229 Million
Q4 2022

Jun 13, 2023
BUY
$136.78 - $158.99 $80,153 - $93,168
586 New
586 $88.9 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

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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