Pacific Sage Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Pacific Sage Partners, LLC

$598 Billion
Q3 2025

A detailed history of Pacific Sage Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Pacific Sage Partners, LLC holds 146,525 shares of IWD stock, worth $30 Million. This represents 4.99% of its overall portfolio holdings.

Number of Shares

146,525

Previous 144,126 1.66%

Holding current value

$30 Million

Previous $28 Billion 6.56%

% of portfolio

4.99%

Previous 5.56%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$192.76 - $203.86 $462,431 - $489,060	2,399 Added 1.66%	146,525 $29.8 Billion
Q2 2025 Jul 15, 2025	BUY	$166.82 - $194.23 $469,264 - $546,368	2,813 Added 1.99%	144,126 $28 Billion
Q1 2025 Apr 23, 2025	BUY	$182.82 - $196.21 $675,154 - $724,603	3,693 Added 2.68%	141,313 $26.6 Billion
Q4 2024 Jan 24, 2025	BUY	$183.23 - $199.79 $708,916 - $772,987	3,869 Added 2.89%	137,620 $25.5 Billion
Q3 2024 Oct 28, 2024	BUY	$173.36 - $189.8 $665,182 - $728,262	3,837 Added 2.95%	133,751 $25.4 Billion

Q2 2024 Aug 02, 2024	BUY	$169.4 - $179.05 $1.7 Million - $1.8 Million	10,048 Added 8.38%	129,914 $22.7 Billion
Q1 2024 Apr 22, 2024	SELL	$161.84 - $179.11 $301,184 - $333,323	-1,861 Reduced 1.53%	119,866 $21.5 Billion
Q4 2023 Feb 05, 2024	BUY	$143.69 - $165.7 $112,078 - $129,245	780 Added 0.64%	121,727 $20.1 Billion
Q3 2023 Oct 30, 2023	SELL	$151.73 - $163.56 $5.14 Million - $5.54 Million	-33,864 Reduced 21.87%	120,947 $18.4 Billion
Q2 2023 Jul 20, 2023	BUY	$148.55 - $157.83 $3.87 Million - $4.11 Million	26,025 Added 20.21%	154,811 $24.4 Billion
Q1 2023 May 02, 2023	BUY	$145.2 - $161.56 $225,350 - $250,741	1,552 Added 1.22%	128,786 $19.6 Billion
Q4 2022 Jan 31, 2023	BUY	$136.78 - $158.99 $17.4 Million - $20.2 Million	127,234 New	127,234 $19.3 Billion

Others Institutions Holding IWD

# of Institutions

1,993

Shares Held

265M

Call Options Held

342K

Put Options Held

5.28M

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About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
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Pacific Sage Partners, LLC Ishares Russell 1000 Val ETF Transaction History