Guardian Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Guardian Wealth Advisors, LLC

$1.18 Billion
Q4 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 7,244 shares of IWD stock, worth $1.37 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

7,244

Previous 6,890 5.14%

Holding current value

$1.37 Million

Previous $1.31 Million 2.6%

% of portfolio

0.11%

Previous 0.16%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$183.23 - $199.79 $64,863 - $70,725	354 Added 5.14%	7,244 $1.34 Million
Q3 2024 Nov 14, 2024	BUY	$173.36 - $189.8 $2,427 - $2,657	14 Added 0.2%	6,890 $1.31 Million
Q2 2024 Aug 14, 2024	SELL	$169.4 - $179.05 $105,875 - $111,906	-625 Reduced 8.33%	6,876 $1.2 Million
Q1 2024 May 15, 2024	BUY	$161.84 - $179.11 $877,172 - $970,776	5,420 Added 260.45%	7,501 $1.34 Million
Q4 2023 Feb 14, 2024	SELL	$143.69 - $165.7 $70,264 - $81,027	-489 Reduced 19.03%	2,081 $343,000
Q3 2023 Nov 14, 2023	SELL	$151.73 - $163.56 $74,347 - $80,144	-490 Reduced 16.01%	2,570 $390,000
Q2 2023 Aug 14, 2023	SELL	$148.55 - $157.83 $38,028 - $40,404	-256 Reduced 7.72%	3,060 $482,000
Q1 2023 May 15, 2023	SELL	$145.2 - $161.56 $14,229 - $15,832	-98 Reduced 2.87%	3,316 $504,000
Q4 2022 Feb 14, 2023	SELL	$136.78 - $158.99 $34,468 - $40,065	-252 Reduced 6.87%	3,414 $517,000
Q3 2022 Nov 14, 2022	SELL	$135.99 - $161.15 $2,447 - $2,900	-18 Reduced 0.49%	3,666 $499,000
Q2 2022 Aug 15, 2022	BUY	$140.99 - $168.41 $73,596 - $87,910	522 Added 16.51%	3,684 $534,000
Q1 2022 May 16, 2022	SELL	$157.15 - $170.51 $44,944 - $48,765	-286 Reduced 8.29%	3,162 $525,000
Q4 2021 May 16, 2022	BUY	$157.12 - $168.08 $28,281 - $30,254	180 Added 5.51%	3,448 $579,000
Q4 2021 Feb 14, 2022	BUY	$157.12 - $168.08 $513,468 - $549,285	3,268 New	3,268 $549,000

Others Institutions Holding IWD

# of Institutions

1,882

Shares Held

284M

Call Options Held

1.31M

Put Options Held

1.09M

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About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
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Guardian Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History