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

Callan Family Office, LLC

$3.14 Trillion
Q3 2025

A detailed history of Callan Family Office, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Callan Family Office, LLC holds 74,859 shares of IWD stock, worth $15.3 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

74,859

Previous 73,767 1.48%

Holding current value

$15.3 Million

Previous $14.3 Billion 6.37%

% of portfolio

0.49%

Previous 0.45%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$192.76 - $203.86 $210,493 - $222,615	1,092 Added 1.48%	74,859 $15.2 Billion
Q2 2025 Jul 24, 2025	SELL	$166.82 - $194.23 $1.61 Million - $1.88 Million	-9,671 Reduced 11.59%	73,767 $14.3 Billion
Q1 2025 May 12, 2025	SELL	$182.82 - $196.21 $5.33 Million - $5.72 Million	-29,172 Reduced 25.91%	83,438 $15.7 Billion
Q4 2024 Feb 06, 2025	BUY	$183.23 - $199.79 $8.09 Million - $8.82 Million	44,170 Added 64.54%	112,610 $20.8 Billion
Q3 2024 Oct 07, 2024	BUY	$173.36 - $189.8 $1.71 Million - $1.88 Million	9,880 Added 16.87%	68,440 $13 Billion

Q2 2024 Jul 25, 2024	BUY	$169.4 - $179.05 $3.09 Million - $3.26 Million	18,216 Added 45.15%	58,560 $10.2 Billion
Q1 2024 May 08, 2024	SELL	$161.84 - $179.11 $23.1 Million - $25.6 Million	-142,827 Reduced 77.97%	40,344 $7.23 Billion
Q4 2023 Feb 13, 2024	BUY	$143.69 - $165.7 $5.02 Million - $5.79 Million	34,928 Added 23.56%	183,171 $30.3 Billion
Q3 2023 Nov 14, 2023	SELL	$151.73 - $163.56 $1.17 Million - $1.26 Million	-7,690 Reduced 4.93%	148,243 $22.5 Billion
Q2 2023 Aug 14, 2023	SELL	$148.55 - $157.83 $981,915 - $1.04 Million	-6,610 Reduced 4.07%	155,933 $24.6 Billion
Q1 2023 May 12, 2023	SELL	$145.2 - $161.56 $2.7 Million - $3.01 Million	-18,600 Reduced 10.27%	162,543 $24.7 Billion
Q4 2022 Feb 23, 2023	BUY	$136.78 - $158.99 $24.8 Million - $28.8 Million	181,143 New	181,143 $27.5 Billion

Others Institutions Holding IWD

# of Institutions

1,993

Shares Held

265M

Call Options Held

342K

Put Options Held

5.28M

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About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
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Callan Family Office, LLC Ishares Russell 1000 Val ETF Transaction History