Nadler Financial Group, Inc. Ishares Russell 1000 Val ETF Transaction History

Nadler Financial Group, Inc.

$949 Million
Q4 2024

A detailed history of Nadler Financial Group, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Nadler Financial Group, Inc. holds 213,075 shares of IWD stock, worth $39.2 Million. This represents 4.16% of its overall portfolio holdings.

Number of Shares

213,075

Previous 217,885 2.21%

Holding current value

$39.2 Million

Previous $41.4 Million 4.61%

% of portfolio

4.16%

Previous 4.56%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$183.23 - $199.79 $881,336 - $960,989	-4,810 Reduced 2.21%	213,075 $39.4 Million
Q3 2024 Oct 28, 2024	SELL	$173.36 - $189.8 $451,082 - $493,859	-2,602 Reduced 1.18%	217,885 $41.4 Million
Q2 2024 Jul 22, 2024	BUY	$169.4 - $179.05 $421,467 - $445,476	2,488 Added 1.14%	220,487 $38.5 Million
Q1 2024 Apr 26, 2024	SELL	$161.84 - $179.11 $128,177 - $141,855	-792 Reduced 0.36%	217,999 $39 Million
Q4 2023 Feb 02, 2024	SELL	$143.69 - $165.7 $669,308 - $771,830	-4,658 Reduced 2.08%	218,791 $36.2 Million
Q3 2023 Oct 24, 2023	SELL	$151.73 - $163.56 $878,516 - $947,012	-5,790 Reduced 2.53%	223,449 $33.9 Million
Q2 2023 Jul 31, 2023	SELL	$148.55 - $157.83 $833,068 - $885,110	-5,608 Reduced 2.39%	229,239 $36.2 Million
Q1 2023 Apr 19, 2023	SELL	$145.2 - $161.56 $1.18 Million - $1.32 Million	-8,148 Reduced 3.35%	234,847 $35.8 Million
Q4 2022 Jan 30, 2023	BUY	$136.78 - $158.99 $196,416 - $228,309	1,436 Added 0.59%	242,995 $36.9 Million
Q3 2022 Oct 31, 2022	BUY	$135.99 - $161.15 $79,554 - $94,272	585 Added 0.24%	241,559 $32.9 Million
Q2 2022 Jul 20, 2022	SELL	$140.99 - $168.41 $275,212 - $328,736	-1,952 Reduced 0.8%	240,974 $34.9 Million
Q1 2022 May 05, 2022	BUY	$157.15 - $170.51 $79,675 - $86,448	507 Added 0.21%	242,926 $40.3 Million
Q4 2021 Jan 18, 2022	SELL	$157.12 - $168.08 $352,105 - $376,667	-2,241 Reduced 0.92%	242,419 $40.7 Million
Q3 2021 Oct 13, 2021	SELL	$154.62 - $164.07 $716,045 - $759,808	-4,631 Reduced 1.86%	244,660 $38.3 Million
Q2 2021 Jul 16, 2021	BUY	$152.86 - $162.4 $277,288 - $294,593	1,814 Added 0.73%	249,291 $39.5 Million
Q1 2021 Apr 14, 2021	SELL	$134.89 - $153.0 $346,262 - $392,751	-2,567 Reduced 1.03%	247,477 $37.5 Million
Q4 2020 Jan 26, 2021	BUY	$115.84 - $136.73 $558,117 - $658,765	4,818 Added 1.96%	250,044 $34.2 Million
Q3 2020 Oct 07, 2020	BUY	$111.27 - $124.26 $226,879 - $253,366	2,039 Added 0.84%	245,226 $29 Million
Q2 2020 Jul 09, 2020	BUY	$94.52 - $125.14 $53,498 - $70,829	566 Added 0.23%	243,187 $27.4 Million
Q1 2020 Apr 09, 2020	SELL	$85.17 - $138.52 $403,279 - $655,892	-4,735 Reduced 1.91%	242,621 $24.1 Million
Q4 2019 Jan 08, 2020	BUY	$123.85 - $136.67 $127,070 - $140,223	1,026 Added 0.42%	247,356 $33.8 Million
Q3 2019 Oct 03, 2019	BUY	$127.92 - $130.25 $490,445 - $499,378	3,834 Added 1.58%	246,330 $31.6 Million
Q2 2019 Jul 16, 2019	SELL	N/A	-1,499 Reduced 0.61%	242,496 $30.9 Million
Q1 2019 Apr 04, 2019	SELL	N/A	-22,050 Reduced 8.29%	243,995 $30.1 Million
Q4 2018 Jan 17, 2019	SELL	N/A	-7,691 Reduced 2.81%	266,045 $29.5 Million
Q3 2018 Oct 09, 2018	SELL	N/A	-4,285 Reduced 1.54%	273,736 $34.7 Million
Q2 2018 Jul 10, 2018	BUY	N/A	6,050 Added 2.22%	278,021 $33.7 Million
Q1 2018 Apr 05, 2018	SELL	N/A	-7,642 Reduced 2.73%	271,971 $32.6 Million
Q4 2017 Jan 12, 2018	SELL	N/A	-816 Reduced 0.29%	279,613 $34.8 Million
Q3 2017 Oct 11, 2017	BUY	N/A	280,429	280,429 $33.2 Million

Others Institutions Holding IWD

# of Institutions

1,882

Shares Held

284M

Call Options Held

1.31M

Put Options Held

1.09M

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About ISHARES RUSSELL 1000 VAL ETF

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Nadler Financial Group, Inc. Ishares Russell 1000 Val ETF Transaction History