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

Allium Financial Advisors, LLC

  • $121 Billion
  • Q3 2025

A detailed history of Allium Financial Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Allium Financial Advisors, LLC holds 1,291 shares of IWD stock, worth $264,383. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,291
Previous 1,551 16.76%
Holding current value
$264,383
Previous $301 Million 12.75%
% of portfolio
0.22%
Previous 0.22%

Shares

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

Nov 14, 2025
SELL
$192.76 - $203.86 $50,117 - $53,003
-260 Reduced 16.76%
1,291 $263 Million
Q1 2025

May 07, 2025
BUY
$182.82 - $196.21 $283,553 - $304,321
1,551 New
1,551 $292 Million

Others Institutions Holding IWD

# of Institutions
1,997
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
Track This Portfolio

Track Allium Financial Advisors, LLC Portfolio

Follow Allium Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allium Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allium Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email