Clayton Financial Group LLC Ishares Russell 1000 Val ETF Transaction History

Clayton Financial Group LLC

$196 Billion
Q4 2025

A detailed history of Clayton Financial Group LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Clayton Financial Group LLC holds 2,271 shares of IWD stock, worth $465,078. This represents 0.24% of its overall portfolio holdings.

Number of Shares

2,271

Previous 133 1607.52%

Holding current value

$465,078

Previous $27.1 Million 1663.95%

% of portfolio

0.24%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	BUY	$199.44 - $208.01 $426,402 - $444,725	2,138 Added 1607.52%	2,271 $478 Million
Q3 2025 Oct 15, 2025	BUY	$192.76 - $203.86 $25,637 - $27,113	133 New	133 $27.1 Million
Q1 2025 Apr 18, 2025	BUY	$182.82 - $196.21 $68,191 - $73,186	373 Added 0.84%	45,021 $8.47 Billion
Q4 2024 Jan 27, 2025	SELL	$183.23 - $199.79 $549 - $599	-3 Reduced 0.01%	44,648 $8.27 Billion
Q3 2024 Oct 15, 2024	SELL	$173.36 - $189.8 $67,957 - $74,401	-392 Reduced 0.87%	44,651 $8.47 Billion

Q2 2024 Aug 01, 2024	BUY	$169.4 - $179.05 $2,879 - $3,043	17 Added 0.04%	45,043 $8.07 Billion
Q1 2024 May 02, 2024	BUY	$161.84 - $179.11 $459,625 - $508,672	2,840 Added 6.73%	45,026 $8.06 Billion
Q4 2023 Feb 14, 2024	BUY	$143.69 - $165.7 $6.06 Million - $6.99 Million	42,186 New	42,186 $6.97 Billion

Others Institutions Holding IWD

# of Institutions

2,036

Shares Held

263M

Call Options Held

342K

Put Options Held

5.28M

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About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Clayton Financial Group LLC Ishares Russell 1000 Val ETF Transaction History