Affiance Financial, LLC Ishares Russell 1000 Val ETF Transaction History

Affiance Financial, LLC

$549 Million
Q3 2025

A detailed history of Affiance Financial, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Affiance Financial, LLC holds 10,247 shares of IWD stock, worth $2.1 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

10,247

Previous 10,247 -0.0%

Holding current value

$2.1 Million

Previous $1.99 Million 4.82%

% of portfolio

0.38%

Previous 0.4%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$166.82 - $194.23 $25,189 - $29,328	151 Added 1.5%	10,247 $1.99 Million
Q1 2025 Apr 09, 2025	SELL	$182.82 - $196.21 $56,491 - $60,628	-309 Reduced 2.97%	10,096 $1.88 Million
Q3 2024 Oct 11, 2024	SELL	$173.36 - $189.8 $2,080 - $2,277	-12 Reduced 0.12%	10,405 $1.97 Million
Q2 2024 Aug 01, 2024	BUY	$169.4 - $179.05 $2,032 - $2,148	12 Added 0.12%	10,417 $1.82 Million
Q4 2023 Jan 09, 2024	SELL	$143.69 - $165.7 $341,694 - $394,034	-2,378 Reduced 18.6%	10,405 $1.72 Million

Q3 2023 Oct 11, 2023	SELL	$151.73 - $163.56 $737,862 - $795,392	-4,863 Reduced 27.56%	12,783 $1.94 Million
Q2 2023 Jul 11, 2023	SELL	$148.55 - $157.83 $214,951 - $228,380	-1,447 Reduced 7.58%	17,646 $2.79 Million
Q1 2023 Apr 18, 2023	SELL	$145.2 - $161.56 $19.6 Million - $21.8 Million	-134,819 Reduced 87.59%	19,093 $2.91 Million
Q4 2022 Jan 20, 2023	SELL	$136.78 - $158.99 $1.28 Million - $1.49 Million	-9,381 Reduced 5.74%	153,912 $0
Q3 2022 Oct 27, 2022	BUY	$135.99 - $161.15 $966,752 - $1.15 Million	7,109 Added 4.55%	163,293 $22.2 Million
Q2 2022 Jul 14, 2022	BUY	$140.99 - $168.41 $10.3 Million - $12.3 Million	73,209 Added 88.23%	156,184 $22.6 Million
Q1 2022 Apr 12, 2022	BUY	$157.15 - $170.51 $533,524 - $578,881	3,395 Added 4.27%	82,975 $13.8 Million
Q4 2021 Feb 01, 2022	BUY	$157.12 - $168.08 $332,937 - $356,161	2,119 Added 2.74%	79,580 $13.4 Million
Q3 2021 Oct 12, 2021	BUY	$154.62 - $164.07 $383,612 - $407,057	2,481 Added 3.31%	77,461 $12.1 Million
Q2 2021 Jul 14, 2021	BUY	$152.86 - $162.4 $1.13 Million - $1.2 Million	7,406 Added 10.96%	74,980 $11.9 Million
Q1 2021 Apr 21, 2021	BUY	$134.89 - $153.0 $9.03 Million - $10.2 Million	66,936 Added 10491.54%	67,574 $10.2 Million
Q4 2019 Jan 16, 2020	BUY	$123.85 - $136.67 $79,016 - $87,195	638 New	638 $87,000

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

Ticker IWD
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Affiance Financial, LLC Ishares Russell 1000 Val ETF Transaction History