Journey Advisory Group, LLC Ishares Russell 1000 Val ETF Transaction History

Journey Advisory Group, LLC

$1.31 Billion
Q3 2025

A detailed history of Journey Advisory Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Journey Advisory Group, LLC holds 2,014 shares of IWD stock, worth $412,447. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,014

Previous 1,898 6.11%

Holding current value

$412,447

Previous $368,000 11.41%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$192.76 - $203.86 $22,360 - $23,647	116 Added 6.11%	2,014 $410,000
Q1 2025 May 13, 2025	BUY	$182.82 - $196.21 $365 - $392	2 Added 0.11%	1,898 $357,000
Q2 2024 Aug 02, 2024	SELL	$169.4 - $179.05 $10,164 - $10,743	-60 Reduced 3.07%	1,896 $330,000
Q1 2024 May 09, 2024	BUY	$161.84 - $179.11 $31,558 - $34,926	195 Added 11.07%	1,956 $350,000
Q4 2023 Feb 12, 2024	SELL	$143.69 - $165.7 $1,580 - $1,822	-11 Reduced 0.62%	1,761 $291,000

Q3 2023 Nov 15, 2023	BUY	$151.73 - $163.56 $1,517 - $1,635	10 Added 0.57%	1,772 $269,000
Q4 2022 Feb 07, 2023	BUY	$136.78 - $158.99 $7,522 - $8,744	55 Added 3.22%	1,762 $267,000
Q3 2022 Nov 09, 2022	BUY	$135.99 - $161.15 $232,134 - $275,083	1,707 New	1,707 $232,000

Others Institutions Holding IWD

# of Institutions

1,997

Shares Held

265M

Call Options Held

342K

Put Options Held

5.28M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Journey Advisory Group, LLC Ishares Russell 1000 Val ETF Transaction History