Cassia Capital Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Cassia Capital Partners, LLC

  • $181 Million
  • Q4 2025

A detailed history of Cassia Capital Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Cassia Capital Partners, LLC holds 1,814 shares of IWD stock, worth $371,489. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,814
Previous 1,936 6.3%
Holding current value
$371,489
Previous $394,000 5.84%
% of portfolio
0.2%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
SELL
$199.44 - $208.01 $24,331 - $25,377
-122 Reduced 6.3%
1,814 $371,000
Q4 2024

Jan 27, 2025
BUY
$183.23 - $199.79 $148,599 - $162,029
811 Added 72.09%
1,936 $358,000
Q3 2024

Oct 21, 2024
BUY
$173.36 - $189.8 $195,030 - $213,525
1,125 New
1,125 $213,000
Q1 2024

Apr 22, 2024
BUY
$161.84 - $179.11 $187,087 - $207,051
1,156 New
1,156 $207,000

Others Institutions Holding IWD

# of Institutions
2,019
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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