Big Sur Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History

Big Sur Wealth Management LLC

$378 Million
Q3 2025

A detailed history of Big Sur Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 12,395 shares of IWD stock, worth $2.54 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

12,395

Previous 12,601 1.63%

Holding current value

$2.54 Million

Previous $2.45 Million 3.11%

% of portfolio

0.67%

Previous 0.65%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$192.76 - $203.86 $39,708 - $41,995	-206 Reduced 1.63%	12,395 $2.52 Million
Q4 2023 Feb 12, 2024	SELL	$143.69 - $165.7 $1.08 Million - $1.24 Million	-7,500 Reduced 37.31%	12,601 $2.08 Million
Q4 2021 Feb 07, 2022	BUY	$157.12 - $168.08 $958,432 - $1.03 Million	6,100 Added 43.57%	20,101 $3.38 Million
Q3 2021 Nov 01, 2021	BUY	$154.62 - $164.07 $634,096 - $672,851	4,101 Added 41.42%	14,001 $2.19 Million
Q1 2020 May 05, 2020	SELL	$85.17 - $138.52 $414,777 - $674,592	-4,870 Reduced 32.97%	9,900 $982,000

Q4 2019 Jan 30, 2020	BUY	$123.85 - $136.67 $380,219 - $419,576	3,070 Added 26.24%	14,770 $2.02 Million
Q3 2018 Oct 23, 2018	BUY	N/A	11,700 New	11,700 $1.49 Million

Others Institutions Holding IWD

# of Institutions

2,002

Shares Held

266M

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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Big Sur Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History