Central Valley Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Central Valley Advisors, LLC

$264 Billion
Q1 2025

A detailed history of Central Valley Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Central Valley Advisors, LLC holds 26,273 shares of IWD stock, worth $4.89 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares

26,273

Previous 27,473 4.37%

Holding current value

$4.89 Million

Previous $5.09 Billion 2.8%

% of portfolio

1.87%

Previous 2.31%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$182.82 - $196.21 $219,384 - $235,452	-1,200 Reduced 4.37%	26,273 $4.94 Billion
Q4 2024 Jan 14, 2025	SELL	$183.23 - $199.79 $39,944 - $43,554	-218 Reduced 0.79%	27,473 $5.09 Billion
Q3 2024 Oct 04, 2024	SELL	$173.36 - $189.8 $2,947 - $3,226	-17 Reduced 0.06%	27,691 $5.26 Billion
Q2 2024 Jul 12, 2024	SELL	$169.4 - $179.05 $550,550 - $581,912	-3,250 Reduced 10.5%	27,708 $4.72 Billion
Q1 2024 Apr 12, 2024	SELL	$161.84 - $179.11 $272,538 - $301,621	-1,684 Reduced 5.16%	30,958 $5.54 Billion
Q4 2023 Feb 09, 2024	BUY	$143.69 - $165.7 $4.69 Million - $5.41 Million	32,642 New	32,642 $5.39 Billion

Others Institutions Holding IWD

# of Institutions

1,885

Shares Held

287M

Call Options Held

1.31M

Put Options Held

1.09M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Central Valley Advisors, LLC Ishares Russell 1000 Val ETF Transaction History