Lwm Advisory Services, LLC Ishares Russell 1000 Val ETF Transaction History

Lwm Advisory Services, LLC

  • $153 Million
  • Q3 2025

A detailed history of Lwm Advisory Services, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 5,843 shares of IWD stock, worth $1.2 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
5,843
Previous 5,264 11.0%
Holding current value
$1.2 Million
Previous $1.02 Million 16.34%
% of portfolio
0.78%
Previous 0.73%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 25, 2025
BUY
$192.76 - $203.86 $111,608 - $118,034
579 Added 11.0%
5,843 $1.19 Million
Q2 2025

Aug 14, 2025
BUY
$166.82 - $194.23 $878,140 - $1.02 Million
5,264 New
5,264 $1.02 Million
Q3 2023

Nov 02, 2023
BUY
$151.73 - $163.56 $46,277 - $49,885
305 New
305 $46,000
Q1 2022

May 09, 2022
SELL
$157.15 - $170.51 $362,073 - $392,855
-2,304 Closed
0 $0
Q4 2021

Feb 18, 2022
BUY
$157.12 - $168.08 $362,004 - $387,256
2,304 New
2,304 $387,000

Others Institutions Holding IWD

# of Institutions
2,001
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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