Moss Adams Wealth Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Moss Adams Wealth Advisors LLC

$1.38 Trillion
Q4 2025

A detailed history of Moss Adams Wealth Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 3,567 shares of IWD stock, worth $730,485. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,567

Previous 3,567 -0.0%

Holding current value

$730,485

Previous $726 Million 3.32%

% of portfolio

0.05%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$166.82 - $194.23 $232,547 - $270,756	-1,394 Reduced 28.1%	3,567 $693 Million
Q1 2025 Apr 14, 2025	BUY	$182.82 - $196.21 $229,256 - $246,047	1,254 Added 33.83%	4,961 $933 Million
Q3 2024 Oct 17, 2024	BUY	$173.36 - $189.8 $153,943 - $168,542	888 Added 31.5%	3,707 $704 Million
Q1 2024 May 07, 2024	BUY	$161.84 - $179.11 $164,267 - $181,796	1,015 Added 56.26%	2,819 $505 Million
Q3 2023 Dec 20, 2023	SELL	$151.73 - $163.56 $10,772 - $11,612	-71 Reduced 3.79%	1,804 $274 Million

Q2 2023 Dec 20, 2023	SELL	$148.55 - $157.83 $2,228 - $2,367	-15 Reduced 0.79%	1,875 $296 Million
Q4 2022 Dec 20, 2023	BUY	$136.78 - $158.99 $258,514 - $300,491	1,890 New	1,890 $287 Million

Others Institutions Holding IWD

# of Institutions

2,028

Shares Held

266M

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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Moss Adams Wealth Advisors LLC Ishares Russell 1000 Val ETF Transaction History