Brendel Financial Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Brendel Financial Advisors LLC

  • $165 Million
  • Q1 2025

A detailed history of Brendel Financial Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Brendel Financial Advisors LLC holds 3,653 shares of IWD stock, worth $646,654. This represents 0.42% of its overall portfolio holdings.

Number of Shares
3,653
Previous 3,891 6.12%
Holding current value
$646,654
Previous $720,000 4.58%
% of portfolio
0.42%
Previous 0.44%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$182.82 - $196.21 $43,511 - $46,697
-238 Reduced 6.12%
3,653 $687,000
Q4 2024

Jan 14, 2025
SELL
$183.23 - $199.79 $5,863 - $6,393
-32 Reduced 0.82%
3,891 $720,000
Q3 2024

Oct 09, 2024
SELL
$173.36 - $189.8 $24,443 - $26,761
-141 Reduced 3.47%
3,923 $745,000
Q2 2024

Jul 15, 2024
BUY
$169.4 - $179.05 $688,441 - $727,659
4,064 New
4,064 $709,000
Q4 2023

Feb 01, 2024
BUY
$143.69 - $165.7 $625,913 - $721,789
4,356 New
4,356 $720,000
Q1 2023

Apr 06, 2023
BUY
$145.2 - $161.56 $668,065 - $743,337
4,601 New
4,601 $701,000

Others Institutions Holding IWD

# of Institutions
1,881
Shares Held
288M
Call Options Held
1.31M
Put Options Held
1.09M
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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