Annis Gardner Whiting Capital Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Annis Gardner Whiting Capital Advisors, LLC

  • $485 Billion
  • Q3 2025

A detailed history of Annis Gardner Whiting Capital Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Annis Gardner Whiting Capital Advisors, LLC holds 1,306 shares of IWD stock, worth $267,455. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,306
Previous 1,306 -0.0%
Holding current value
$267,455
Previous $254 Million 4.82%
% of portfolio
0.05%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$166.82 - $194.23 $118,108 - $137,514
708 Added 118.39%
1,306 $254 Million
Q2 2024

Aug 12, 2024
SELL
$169.4 - $179.05 $14,229 - $15,040
-84 Reduced 12.32%
598 $104 Million
Q1 2024

May 13, 2024
BUY
$161.84 - $179.11 $7,120 - $7,880
44 Added 6.9%
682 $122 Million
Q3 2023

Nov 08, 2023
BUY
$151.73 - $163.56 $96,803 - $104,351
638 New
638 $97.5 Million

Others Institutions Holding IWD

# of Institutions
2,002
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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