Fiduciary Alliance LLC Ishares Russell 1000 Val ETF Transaction History

Fiduciary Alliance LLC

  • $1.49 Trillion
  • Q3 2025

A detailed history of Fiduciary Alliance LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Fiduciary Alliance LLC holds 1,800 shares of IWD stock, worth $368,622. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,800
Previous 1,965 8.4%
Holding current value
$368,622
Previous $382 Million 4.0%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Oct 08, 2025
SELL
$192.76 - $203.86 $31,805 - $33,636
-165 Reduced 8.4%
1,800 $366 Million
Q2 2025

Jul 09, 2025
SELL
$166.82 - $194.23 $225,040 - $262,016
-1,349 Reduced 40.71%
1,965 $382 Million
Q1 2025

Apr 09, 2025
BUY
$182.82 - $196.21 $605,865 - $650,239
3,314 New
3,314 $624 Million
Q2 2023

Jul 18, 2023
BUY
$148.55 - $157.83 $51,843 - $55,082
349 New
349 $55.1 Million
Q4 2022

Jan 19, 2023
BUY
$136.78 - $158.99 $5,607 - $6,518
41 New
41 $6.22 Million

Others Institutions Holding IWD

# of Institutions
1,995
Shares Held
265M
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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