Capital Advisors Inc Ishares Russell 1000 Val ETF Transaction History

Capital Advisors Inc

  • $5.96 Billion
  • Q4 2025

A detailed history of Capital Advisors Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Capital Advisors Inc holds 1,022 shares of IWD stock, worth $209,295. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,022
Previous 1,022 -0.0%
Holding current value
$209,295
Previous $208,000 0.48%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 21, 2025
BUY
$192.76 - $203.86 $197,000 - $208,344
1,022 New
1,022 $208,000
Q2 2022

Jul 15, 2022
SELL
$140.99 - $168.41 $280,852 - $335,472
-1,992 Closed
0 $0
Q1 2022

May 05, 2022
BUY
$157.15 - $170.51 $313,042 - $339,655
1,992 New
1,992 $331,000

Others Institutions Holding IWD

# of Institutions
2,008
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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