Lbj Family Wealth Advisors, Ltd. Ishares Russell 1000 Val ETF Transaction History

Lbj Family Wealth Advisors, Ltd.

$157 Million
Q1 2025

A detailed history of Lbj Family Wealth Advisors, Ltd. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Lbj Family Wealth Advisors, Ltd. holds 164,600 shares of IWD stock, worth $30.7 Million. This represents 19.77% of its overall portfolio holdings.

Number of Shares

164,600

Previous 168,516 2.32%

Holding current value

$30.7 Million

Previous $31.2 Million 0.72%

% of portfolio

19.77%

Previous 18.6%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 01, 2025	SELL	$182.82 - $196.21 $715,923 - $768,358	-3,916 Reduced 2.32%	164,600 $31 Million
Q4 2024 Apr 01, 2025	SELL	$183.23 - $199.79 $586,885 - $639,927	-3,203 Reduced 1.87%	168,516 $31.2 Million
Q3 2024 Apr 01, 2025	SELL	$173.36 - $189.8 $43,340 - $47,450	-250 Reduced 0.15%	169,743 $32.2 Million
Q2 2024 Apr 01, 2025	BUY	$169.4 - $179.05 $913,574 - $965,616	5,393 Added 3.28%	169,993 $29.7 Million
Q1 2024 Apr 02, 2024	BUY	$161.84 - $179.11 $293,092 - $324,368	1,811 Added 1.07%	171,719 $30.8 Million
Q4 2023 Jan 03, 2024	SELL	$143.69 - $165.7 $233,927 - $269,759	-1,628 Reduced 0.95%	169,908 $28.1 Million
Q3 2023 Oct 10, 2023	SELL	$151.73 - $163.56 $432,582 - $466,309	-2,851 Reduced 1.63%	171,536 $26 Million
Q2 2023 Jul 03, 2023	SELL	$148.55 - $157.83 $2.03 Million - $2.15 Million	-13,642 Reduced 7.26%	174,387 $27.5 Million
Q1 2023 Apr 11, 2023	SELL	$145.2 - $161.56 $27,587 - $30,696	-190 Reduced 0.1%	188,029 $28.6 Million
Q4 2022 Jan 04, 2023	BUY	$136.78 - $158.99 $8.62 Million - $10 Million	63,017 Added 50.33%	188,219 $28.5 Million
Q3 2022 Oct 03, 2022	SELL	$135.99 - $161.15 $9.36 Million - $11.1 Million	-68,816 Reduced 35.47%	125,202 $26.3 Million
Q2 2022 Jul 06, 2022	SELL	$140.99 - $168.41 $191,605 - $228,869	-1,359 Reduced 0.7%	194,018 $28.1 Million
Q1 2022 Apr 13, 2022	SELL	$157.15 - $170.51 $485,279 - $526,534	-3,088 Reduced 1.56%	195,377 $32.3 Million
Q4 2021 Jan 12, 2022	BUY	$157.12 - $168.08 $715,681 - $765,604	4,555 Added 2.35%	198,465 $33.3 Million
Q2 2021 Jul 02, 2021	SELL	$152.86 - $162.4 $765,217 - $812,974	-5,006 Reduced 2.52%	193,910 $30.8 Million
Q1 2021 Apr 13, 2021	BUY	$134.89 - $153.0 $75,673 - $85,833	561 Added 0.28%	198,916 $30.1 Million
Q4 2020 Jan 13, 2021	BUY	$115.84 - $136.73 $61,047 - $72,056	527 Added 0.27%	198,355 $27.1 Million
Q3 2020 Oct 05, 2020	BUY	$111.27 - $124.26 $129,407 - $144,514	1,163 Added 0.59%	197,828 $23.4 Million
Q2 2020 Jul 01, 2020	BUY	$94.52 - $125.14 $104,822 - $138,780	1,109 Added 0.57%	196,665 $22.1 Million
Q1 2020 Apr 02, 2020	SELL	$85.17 - $138.52 $745,833 - $1.21 Million	-8,757 Reduced 4.29%	195,556 $19.4 Million
Q4 2019 Jan 09, 2020	BUY	$123.85 - $136.67 $152,707 - $168,514	1,233 Added 0.61%	204,313 $27.8 Million
Q3 2019 Oct 01, 2019	SELL	$127.92 - $130.25 $1.06 Million - $1.08 Million	-8,272 Reduced 3.91%	203,080 $0
Q2 2019 Jul 18, 2019	BUY	N/A	2,140 Added 1.02%	211,352 $27.1 Million
Q1 2019 Apr 03, 2019	BUY	N/A	614 Added 0.29%	209,212 $25.8 Million
Q4 2018 Jan 11, 2019	BUY	N/A	5,680 Added 2.8%	208,598 $23.2 Million
Q3 2018 Oct 01, 2018	SELL	N/A	-364 Reduced 0.18%	202,918 $25.7 Million
Q1 2018 Apr 03, 2018	BUY	N/A	2,227 Added 1.11%	203,282 $24.4 Million
Q4 2017 Jan 02, 2018	BUY	N/A	986 Added 0.49%	201,055 $25 Million
Q3 2017 Oct 03, 2017	BUY	N/A	200,069	200,069 $23.7 Million

Others Institutions Holding IWD

# of Institutions

1,884

Shares Held

284M

Call Options Held

1.31M

Put Options Held

1.09M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
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Industry ETFs

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Lbj Family Wealth Advisors, Ltd. Ishares Russell 1000 Val ETF Transaction History