Alliance Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Alliance Wealth Advisors, LLC

$239 Million
Q3 2025

A detailed history of Alliance Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Alliance Wealth Advisors, LLC holds 1,218 shares of IWD stock, worth $249,434. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,218

Previous 1,295 5.95%

Holding current value

$249,434

Previous $251,000 1.59%

% of portfolio

0.1%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$192.76 - $203.86 $14,842 - $15,697	-77 Reduced 5.95%	1,218 $247,000
Q2 2025 Jul 17, 2025	SELL	$166.82 - $194.23 $8,341 - $9,711	-50 Reduced 3.72%	1,295 $251,000
Q4 2024 Jan 28, 2025	SELL	$183.23 - $199.79 $27,484 - $29,968	-150 Reduced 10.03%	1,345 $248,000
Q1 2024 Apr 16, 2024	SELL	$161.84 - $179.11 $28,483 - $31,523	-176 Reduced 10.53%	1,495 $267,000
Q2 2022 Jul 20, 2022	SELL	$140.99 - $168.41 $31,017 - $37,050	-220 Reduced 11.63%	1,671 $242,000

Q1 2022 Apr 12, 2022	BUY	$157.15 - $170.51 $25,615 - $27,793	163 Added 9.43%	1,891 $314,000
Q4 2021 Jan 21, 2022	BUY	$157.12 - $168.08 $27,653 - $29,582	176 Added 11.34%	1,728 $290,000
Q3 2021 Oct 12, 2021	BUY	$154.62 - $164.07 $239,970 - $254,636	1,552 New	1,552 $243,000

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
Sector ETFs
Industry ETFs

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Alliance Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History