Tandem Financial, LLC Ishares Russell 1000 Val ETF Transaction History

Tandem Financial, LLC

  • $269 Billion
  • Q3 2025

A detailed history of Tandem Financial, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Tandem Financial, LLC holds 20,059 shares of IWD stock, worth $4.11 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares
20,059
Previous 20,453 1.93%
Holding current value
$4.11 Million
Previous $3.97 Billion 2.8%
% of portfolio
1.52%
Previous 3.71%

Shares

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

Oct 31, 2025
SELL
$192.76 - $203.86 $75,947 - $80,320
-394 Reduced 1.93%
20,059 $4.08 Billion
Q2 2025

Aug 13, 2025
SELL
$166.82 - $194.23 $2.84 Million - $3.31 Million
-17,051 Reduced 45.46%
20,453 $3.97 Billion
Q1 2025

May 08, 2025
BUY
$182.82 - $196.21 $114,262 - $122,631
625 Added 1.69%
37,504 $7.06 Billion
Q4 2024

Jan 27, 2025
BUY
$183.23 - $199.79 $6.76 Million - $7.37 Million
36,879 New
36,879 $6.83 Billion

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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