Talisman Wealth Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Talisman Wealth Advisors LLC

  • $120 Million
  • Q3 2025

A detailed history of Talisman Wealth Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 2,499 shares of IWD stock, worth $511,770. This represents 0.42% of its overall portfolio holdings.

Number of Shares
2,499
Previous 2,496 0.12%
Holding current value
$511,770
Previous $484,000 4.96%
% of portfolio
0.42%
Previous 0.44%

Shares

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

Nov 14, 2025
BUY
$192.76 - $203.86 $578 - $611
3 Added 0.12%
2,499 $508,000
Q2 2025

Aug 14, 2025
SELL
$166.82 - $194.23 $41,538 - $48,363
-249 Reduced 9.07%
2,496 $484,000
Q1 2025

May 14, 2025
BUY
$182.82 - $196.21 $48,995 - $52,584
268 Added 10.82%
2,745 $516,000
Q3 2024

Nov 14, 2024
SELL
$173.36 - $189.8 $52,354 - $57,319
-302 Reduced 10.87%
2,477 $470,000
Q2 2024

Aug 14, 2024
SELL
$169.4 - $179.05 $11,519 - $12,175
-68 Reduced 2.39%
2,779 $484,000
Q1 2024

May 15, 2024
SELL
$161.84 - $179.11 $809 - $895
-5 Reduced 0.18%
2,847 $509,000
Q4 2023

Feb 13, 2024
SELL
$143.69 - $165.7 $49,429 - $57,000
-344 Reduced 10.76%
2,852 $471,000
Q3 2023

Nov 13, 2023
SELL
$151.73 - $163.56 $49,767 - $53,647
-328 Reduced 9.31%
3,196 $485,000
Q2 2023

Aug 10, 2023
SELL
$148.55 - $157.83 $74,720 - $79,388
-503 Reduced 12.49%
3,524 $556,000
Q1 2023

May 11, 2023
SELL
$145.2 - $161.56 $10,454 - $11,632
-72 Reduced 1.76%
4,027 $613,000
Q4 2022

Feb 15, 2023
BUY
$136.78 - $158.99 $560,661 - $651,700
4,099 New
4,099 $622,000

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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