Yhb Investment Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History

Yhb Investment Advisors, Inc.

$1.34 Billion
Q3 2025

A detailed history of Yhb Investment Advisors, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 2,620 shares of IWD stock, worth $530,602. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,620

Previous 2,610 0.38%

Holding current value

$530,602

Previous $506,000 5.34%

% of portfolio

0.04%

Previous 0.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 08, 2025	BUY	$192.76 - $203.86 $1,927 - $2,038	10 Added 0.38%	2,620 $533,000
Q2 2025 Jul 10, 2025	BUY	$166.82 - $194.23 $10,509 - $12,236	63 Added 2.47%	2,610 $506,000
Q1 2025 Apr 22, 2025	SELL	$182.82 - $196.21 $23,218 - $24,918	-127 Reduced 4.75%	2,547 $479,000
Q4 2024 Jan 22, 2025	BUY	$183.23 - $199.79 $37,195 - $40,557	203 Added 8.22%	2,674 $495,000
Q2 2023 Aug 10, 2023	BUY	$148.55 - $157.83 $31,344 - $33,302	211 Added 9.34%	2,471 $389,000
Q1 2023 May 08, 2023	BUY	$145.2 - $161.56 $2,178 - $2,423	15 Added 0.67%	2,260 $344,000
Q4 2022 Jan 12, 2023	BUY	$136.78 - $158.99 $53,617 - $62,324	392 Added 21.15%	2,245 $0
Q1 2022 Apr 14, 2022	BUY	$157.15 - $170.51 $15,715 - $17,051	100 Added 5.7%	1,853 $308,000
Q4 2021 Jan 18, 2022	SELL	$157.12 - $168.08 $56,091 - $60,004	-357 Reduced 16.92%	1,753 $294,000
Q3 2021 Oct 28, 2021	BUY	$154.62 - $164.07 $98,492 - $104,512	637 Added 43.25%	2,110 $330,000
Q1 2021 Apr 22, 2021	SELL	$134.89 - $153.0 $3,372 - $3,825	-25 Reduced 1.67%	1,473 $231,000
Q4 2020 Jan 21, 2021	BUY	$115.84 - $136.73 $173,528 - $204,821	1,498 New	1,498 $205,000

Others Institutions Holding IWD

# of Institutions

1,968

Shares Held

267M

Call Options Held

722K

Put Options Held

5.49M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
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Yhb Investment Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History