Alpha Financial Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Alpha Financial Advisors, LLC

  • $284 Billion
  • Q3 2025

A detailed history of Alpha Financial Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 4,003 shares of IWD stock, worth $819,774. This represents 0.29% of its overall portfolio holdings.

Number of Shares
4,003
Previous 4,046 1.06%
Holding current value
$819,774
Previous $786 Million 3.71%
% of portfolio
0.29%
Previous 0.3%

Shares

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

Nov 12, 2025
SELL
$192.76 - $203.86 $8,288 - $8,765
-43 Reduced 1.06%
4,003 $815 Million
Q2 2025

Aug 07, 2025
BUY
$166.82 - $194.23 $4,337 - $5,049
26 Added 0.65%
4,046 $786 Million
Q4 2024

Jan 21, 2025
SELL
$183.23 - $199.79 $32,431 - $35,362
-177 Reduced 4.22%
4,020 $744 Million
Q4 2022

Apr 18, 2023
BUY
$136.78 - $158.99 $574,065 - $667,281
4,197 New
4,197 $637 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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