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

Arete Wealth Advisors, LLC

  • $1.6 Billion
  • Q3 2025

A detailed history of Arete Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 40,196 shares of IWD stock, worth $8.23 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
40,196
Previous 36,986 8.68%
Holding current value
$8.23 Million
Previous $7.18 Million 13.92%
% of portfolio
0.51%
Previous 0.51%

Shares

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

Nov 12, 2025
BUY
$192.76 - $203.86 $618,759 - $654,390
3,210 Added 8.68%
40,196 $8.18 Million
Q2 2025

Aug 14, 2025
BUY
$166.82 - $194.23 $834,600 - $971,732
5,003 Added 15.64%
36,986 $7.18 Million
Q1 2025

May 15, 2025
BUY
$182.82 - $196.21 $417,378 - $447,947
2,283 Added 7.69%
31,983 $6.02 Million
Q4 2024

Feb 12, 2025
BUY
$183.23 - $199.79 $71,093 - $77,518
388 Added 1.32%
29,700 $5.5 Million
Q3 2024

Nov 14, 2024
BUY
$173.36 - $189.8 $1.35 Million - $1.48 Million
7,795 Added 36.23%
29,312 $5.54 Million
Q2 2024

Aug 13, 2024
BUY
$169.4 - $179.05 $930,683 - $983,700
5,494 Added 34.29%
21,517 $3.75 Million
Q1 2024

May 15, 2024
SELL
$161.84 - $179.11 $25,894 - $28,657
-160 Reduced 0.99%
16,023 $2.87 Million
Q4 2023

Feb 14, 2024
BUY
$143.69 - $165.7 $1.36 Million - $1.57 Million
9,491 Added 141.83%
16,183 $2.67 Million
Q3 2023

Oct 30, 2023
SELL
$151.73 - $163.56 $1.62 Million - $1.74 Million
-10,663 Reduced 61.44%
6,692 $1.02 Million
Q2 2023

Aug 09, 2023
SELL
$148.55 - $157.83 $434,805 - $461,968
-2,927 Reduced 14.43%
17,355 $2.74 Million
Q1 2023

May 01, 2023
SELL
$145.2 - $161.56 $204,296 - $227,314
-1,407 Reduced 6.49%
20,282 $3.09 Million
Q4 2022

Feb 06, 2023
BUY
$136.78 - $158.99 $49,514 - $57,554
362 Added 1.7%
21,689 $3.29 Million
Q3 2022

Nov 07, 2022
BUY
$135.99 - $161.15 $917,932 - $1.09 Million
6,750 Added 46.31%
21,327 $2.9 Million
Q2 2022

Aug 15, 2022
SELL
$140.99 - $168.41 $1.21 Million - $1.44 Million
-8,558 Reduced 36.99%
14,577 $2.11 Million
Q1 2022

May 06, 2022
SELL
$157.15 - $170.51 $18,229 - $19,779
-116 Reduced 0.5%
23,135 $3.84 Million
Q4 2021

Feb 07, 2022
BUY
$157.12 - $168.08 $153,663 - $164,382
978 Added 4.39%
23,251 $3.91 Million
Q3 2021

Nov 15, 2021
BUY
$154.62 - $164.07 $229,146 - $243,151
1,482 Added 7.13%
22,273 $3.49 Million
Q2 2021

Aug 09, 2021
BUY
$152.86 - $162.4 $1.33 Million - $1.41 Million
8,696 Added 71.9%
20,791 $28,000
Q1 2021

May 10, 2021
BUY
$134.89 - $153.0 $716,805 - $813,042
5,314 Added 78.37%
12,095 $1.83 Million
Q4 2020

Feb 08, 2021
BUY
$115.84 - $136.73 $51,896 - $61,255
448 Added 7.07%
6,781 $915,000
Q3 2020

Nov 09, 2020
BUY
$111.27 - $124.26 $85,010 - $94,934
764 Added 13.72%
6,333 $752,000
Q2 2020

Aug 11, 2020
BUY
$94.52 - $125.14 $14,650 - $19,396
155 Added 2.86%
5,569 $627,000
Q1 2020

May 14, 2020
BUY
$85.17 - $138.52 $98,882 - $160,821
1,161 Added 27.3%
5,414 $537,000
Q4 2019

Feb 14, 2020
SELL
$123.85 - $136.67 $283,121 - $312,427
-2,286 Reduced 34.96%
4,253 $580,000
Q3 2019

Nov 13, 2019
SELL
$127.92 - $130.25 $16,501 - $16,802
-129 Reduced 1.93%
6,539 $839,000
Q2 2019

Aug 14, 2019
BUY
N/A
1,200 Added 21.95%
6,668 $848,000
Q1 2019

May 15, 2019
SELL
N/A
-2,546 Reduced 31.77%
5,468 $675,000
Q4 2018

Feb 14, 2019
BUY
N/A
696 Added 9.51%
8,014 $890,000
Q3 2018

Nov 14, 2018
BUY
N/A
702 Added 10.61%
7,318 $927,000
Q2 2018

Aug 14, 2018
BUY
N/A
2,264 Added 52.02%
6,616 $803,000
Q1 2018

May 15, 2018
BUY
N/A
308 Added 7.62%
4,352 $522,000
Q4 2017

Feb 14, 2018
BUY
N/A
758 Added 23.07%
4,044 $503,000
Q3 2017

Nov 15, 2017
BUY
N/A
3,286
3,286 $389,000

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

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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