Zhang Financial LLC Ishares Russell 1000 Val ETF Transaction History

Zhang Financial LLC

  • $1.87 Billion
  • Q1 2025

A detailed history of Zhang Financial LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Zhang Financial LLC holds 2,813 shares of IWD stock, worth $530,588. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,813
Previous 1,990 41.36%
Holding current value
$530,588
Previous $368,000 42.12%
% of portfolio
0.03%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$182.82 - $196.21 $150,460 - $161,480
823 Added 41.36%
2,813 $523,000
Q4 2024

Jan 16, 2025
SELL
$183.23 - $199.79 $12,826 - $13,985
-70 Reduced 3.4%
1,990 $368,000
Q3 2024

Oct 15, 2024
BUY
$173.36 - $189.8 $1,213 - $1,328
7 Added 0.34%
2,060 $390,000
Q2 2024

Jul 19, 2024
SELL
$169.4 - $179.05 $14,399 - $15,219
-85 Reduced 3.98%
2,053 $358,000
Q1 2024

Apr 24, 2024
BUY
$161.84 - $179.11 $161 - $179
1 Added 0.05%
2,138 $382,000
Q4 2023

Jan 31, 2024
BUY
$143.69 - $165.7 $431 - $497
3 Added 0.14%
2,137 $353,000
Q2 2023

Jul 18, 2023
BUY
$148.55 - $157.83 $317,005 - $336,809
2,134 New
2,134 $336,000

Others Institutions Holding IWD

# of Institutions
1,907
Shares Held
279M
Call Options Held
617K
Put Options Held
5.88M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Zhang Financial LLC Portfolio

Follow Zhang Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Zhang Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zhang Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email