Insight Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Insight Advisors, LLC

$359 Million
Q1 2025

A detailed history of Insight Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Insight Advisors, LLC holds 2,485 shares of IWD stock, worth $462,880. This represents 0.13% of its overall portfolio holdings.

Number of Shares

2,485

Previous 2,533 1.89%

Holding current value

$462,880

Previous $468,000 1.28%

% of portfolio

0.13%

Previous 0.12%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$182.82 - $196.21 $8,775 - $9,418	-48 Reduced 1.89%	2,485 $462,000
Q4 2024 Jan 27, 2025	BUY	$183.23 - $199.79 $1,282 - $1,398	7 Added 0.28%	2,533 $468,000
Q3 2024 Oct 15, 2024	BUY	$173.36 - $189.8 $1,906 - $2,087	11 Added 0.44%	2,526 $479,000
Q2 2024 Jul 15, 2024	SELL	$169.4 - $179.05 $5,251 - $5,550	-31 Reduced 1.22%	2,515 $438,000
Q4 2023 Jan 23, 2024	SELL	$143.69 - $165.7 $18,392 - $21,209	-128 Reduced 4.79%	2,546 $420,000
Q2 2023 Aug 07, 2023	SELL	$148.55 - $157.83 $15,894 - $16,887	-107 Reduced 3.85%	2,674 $422,000
Q1 2023 May 03, 2023	SELL	$145.2 - $161.56 $14,519 - $16,156	-100 Reduced 3.47%	2,781 $423,000
Q4 2022 Feb 21, 2023	BUY	$136.78 - $158.99 $1,778 - $2,066	13 Added 0.45%	2,881 $436,000
Q3 2022 Dec 12, 2022	BUY	$135.99 - $161.15 $2,039 - $2,417	15 Added 0.53%	2,868 $390,000
Q2 2022 Aug 11, 2022	BUY	$140.99 - $168.41 $8,318 - $9,936	59 Added 2.11%	2,853 $439,000
Q1 2022 May 13, 2022	SELL	$157.15 - $170.51 $21,843 - $23,700	-139 Reduced 4.74%	2,794 $464,000
Q3 2021 Nov 12, 2021	BUY	$154.62 - $164.07 $10,359 - $10,992	67 Added 2.34%	2,933 $487,000
Q2 2021 Aug 12, 2021	BUY	$152.86 - $162.4 $16,356 - $17,376	107 Added 3.88%	2,866 $457,000
Q1 2021 May 17, 2021	SELL	$134.89 - $153.0 $44,243 - $50,184	-328 Reduced 10.63%	2,759 $435,000
Q4 2020 Feb 12, 2021	BUY	$115.84 - $136.73 $357,598 - $422,085	3,087 New	3,087 $422,000

Others Institutions Holding IWD

# of Institutions

1,887

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

More about IWD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Advisors, LLC with notifications on news.

Account

Insight Advisors, LLC Ishares Russell 1000 Val ETF Transaction History