Winthrop Advisory Group LLC Ishares Russell 1000 Val ETF Transaction History

Winthrop Advisory Group LLC

  • $1.14 Billion
  • Q3 2025

A detailed history of Winthrop Advisory Group LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Winthrop Advisory Group LLC holds 21,564 shares of IWD stock, worth $4.42 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
21,564
Previous 18,835 14.49%
Holding current value
$4.42 Million
Previous $3.66 Million 20.01%
% of portfolio
0.39%
Previous 0.35%

Shares

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

Oct 24, 2025
BUY
$192.76 - $203.86 $526,042 - $556,333
2,729 Added 14.49%
21,564 $4.39 Million
Q2 2025

Jul 23, 2025
BUY
$166.82 - $194.23 $205,021 - $238,708
1,229 Added 6.98%
18,835 $3.66 Million
Q1 2025

Apr 08, 2025
BUY
$182.82 - $196.21 $27,240 - $29,235
149 Added 0.85%
17,606 $3.28 Million
Q4 2024

Jan 13, 2025
BUY
$183.23 - $199.79 $469,252 - $511,662
2,561 Added 17.19%
17,457 $3.23 Million
Q3 2024

Oct 31, 2024
BUY
$173.36 - $189.8 $167,985 - $183,916
969 Added 6.96%
14,896 $2.83 Million
Q2 2024

Jul 18, 2024
SELL
$169.4 - $179.05 $154,492 - $163,293
-912 Reduced 6.15%
13,927 $2.43 Million
Q1 2024

Apr 17, 2024
BUY
$161.84 - $179.11 $2.01 Million - $2.22 Million
12,397 Added 507.66%
14,839 $2.66 Million
Q4 2023

Jan 10, 2024
SELL
$143.69 - $165.7 $1.66 Million - $1.91 Million
-11,552 Reduced 82.55%
2,442 $403,000
Q3 2023

Nov 03, 2023
BUY
$151.73 - $163.56 $20,787 - $22,407
137 Added 0.99%
13,994 $2.12 Million
Q2 2023

Aug 02, 2023
SELL
$148.55 - $157.83 $201,285 - $213,859
-1,355 Reduced 8.91%
13,857 $2.19 Million
Q1 2023

Apr 17, 2023
SELL
$145.2 - $161.56 $6,243 - $6,947
-43 Reduced 0.28%
15,212 $2.32 Million
Q4 2022

Aug 03, 2023
BUY
$136.78 - $158.99 $191,218 - $222,268
1,398 Added 10.09%
15,255 $2.31 Million
Q4 2022

Jan 18, 2023
SELL
$136.78 - $158.99 $165,093 - $191,900
-1,207 Reduced 7.33%
15,255 $2.31 Million
Q3 2022

Nov 04, 2022
BUY
$135.99 - $161.15 $287,890 - $341,154
2,117 Added 14.76%
16,462 $2.24 Million
Q2 2022

Jul 21, 2022
SELL
$140.99 - $168.41 $179,480 - $214,385
-1,273 Reduced 8.15%
14,345 $2.08 Million
Q1 2022

Apr 13, 2022
BUY
$157.15 - $170.51 $160,450 - $174,090
1,021 Added 6.99%
15,618 $2.59 Million
Q4 2021

Jan 12, 2022
BUY
$157.12 - $168.08 $315,811 - $337,840
2,010 Added 15.97%
14,597 $2.45 Million
Q3 2021

Oct 14, 2021
SELL
$154.62 - $164.07 $45,612 - $48,400
-295 Reduced 2.29%
12,587 $1.97 Million
Q2 2021

Jul 14, 2021
BUY
$152.86 - $162.4 $108,683 - $115,466
711 Added 5.84%
12,882 $2.04 Million
Q1 2021

Apr 23, 2021
SELL
$134.89 - $153.0 $6,609 - $7,497
-49 Reduced 0.4%
12,171 $1.84 Million
Q3 2020

Oct 20, 2020
SELL
$111.27 - $124.26 $10,014 - $11,183
-90 Reduced 0.73%
12,220 $1.45 Million
Q2 2020

Jul 17, 2020
SELL
$94.52 - $125.14 $725,724 - $960,824
-7,678 Reduced 38.41%
12,310 $1.39 Million
Q1 2020

Apr 17, 2020
BUY
$85.17 - $138.52 $79,889 - $129,931
938 Added 4.92%
19,988 $1.98 Million
Q4 2019

Jan 06, 2020
BUY
$123.85 - $136.67 $176,238 - $194,481
1,423 Added 8.07%
19,050 $2.6 Million
Q3 2019

Oct 10, 2019
BUY
$127.92 - $130.25 $383 - $390
3 Added 0.02%
17,627 $2.26 Million
Q2 2019

Jul 17, 2019
BUY
N/A
2 Added 0.01%
17,624 $2.24 Million
Q1 2019

Apr 23, 2019
BUY
N/A
2 Added 0.01%
17,622 $2.19 Million
Q4 2018

Jan 15, 2019
BUY
N/A
8,392 Added 90.94%
17,620 $1.96 Million
Q3 2018

Oct 29, 2018
BUY
N/A
2 Added 0.02%
9,228 $1.17 Million
Q2 2018

Aug 07, 2018
SELL
N/A
-62 Reduced 0.67%
9,226 $1.12 Million
Q1 2018

May 11, 2018
BUY
N/A
318 Added 3.55%
9,288 $1.12 Million
Q4 2017

May 01, 2018
BUY
N/A
8,970
8,970 $1.14 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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