Biltmore Family Office, LLC Ishares Russell 1000 Val ETF Transaction History

Biltmore Family Office, LLC

  • $678 Million
  • Q3 2025

A detailed history of Biltmore Family Office, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Biltmore Family Office, LLC holds 2,573 shares of IWD stock, worth $526,924. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,573
Previous 2,573 -0.0%
Holding current value
$526,924
Previous $499,000 4.81%
% of portfolio
0.08%
Previous 0.09%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025
BUY
$166.82 - $194.23 $10,176 - $11,848
61 Added 2.43%
2,573 $499,000
Q2 2024

Aug 07, 2024
BUY
$169.4 - $179.05 $364,210 - $384,957
2,150 Added 593.92%
2,512 $438,000
Q1 2024

May 14, 2024
BUY
$161.84 - $179.11 $58,586 - $64,837
362 New
362 $64,000
Q4 2022

Feb 07, 2023
BUY
$136.78 - $158.99 $283,408 - $329,427
2,072 New
2,072 $314,000
Q2 2020

Aug 05, 2020
SELL
$94.52 - $125.14 $17,864 - $23,651
-189 Closed
0 $0
Q1 2020

May 08, 2020
BUY
$85.17 - $138.52 $4,258 - $6,926
50 Added 35.97%
189 $19,000
Q4 2019

Feb 05, 2020
BUY
$123.85 - $136.67 $17,215 - $18,997
139 New
139 $19,000

Others Institutions Holding IWD

# of Institutions
2,028
Shares Held
266M
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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