Heritage Financial Services, LLC Ishares Russell 1000 Val ETF Transaction History

Heritage Financial Services, LLC

  • $1.09 Billion
  • Q3 2025

A detailed history of Heritage Financial Services, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Heritage Financial Services, LLC holds 2,306 shares of IWD stock, worth $472,245. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,306
Previous 2,306 -0.0%
Holding current value
$472,245
Previous $447,000 4.92%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
$166.82 - $194.23 $46,542 - $54,190
-279 Reduced 10.79%
2,306 $447,000
Q1 2025

May 14, 2025
SELL
$182.82 - $196.21 $19,561 - $20,994
-107 Reduced 3.97%
2,585 $486,000
Q4 2024

Jan 23, 2025
BUY
$183.23 - $199.79 $70,726 - $77,118
386 Added 16.74%
2,692 $498,000
Q2 2024

Jul 23, 2024
SELL
$169.4 - $179.05 $28,289 - $29,901
-167 Reduced 6.75%
2,306 $402,000
Q3 2023

Oct 19, 2023
BUY
$151.73 - $163.56 $25,338 - $27,314
167 Added 7.24%
2,473 $375,000
Q4 2021

Aug 26, 2022
BUY
$157.12 - $168.08 $362,318 - $387,592
2,306 New
2,306 $387,000

Others Institutions Holding IWD

# of Institutions
1,993
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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