Northwest Financial Advisors Ishares Russell 1000 Val ETF Transaction History

Northwest Financial Advisors

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$166.82 - $194.23 $56,718 - $66,038	340 Added 12.9%	2,975 $578 Million
Q1 2025 Apr 11, 2025	SELL	$182.82 - $196.21 $15,174 - $16,285	-83 Reduced 3.05%	2,635 $496 Million
Q4 2024 Jan 22, 2025	BUY	$183.23 - $199.79 $442,866 - $482,892	2,417 Added 802.99%	2,718 $503 Million
Q3 2024 Nov 13, 2024	BUY	$173.36 - $189.8 $20,803 - $22,776	120 Added 66.3%	301 $57.1 Million
Q2 2024 Aug 12, 2024	BUY	$169.4 - $179.05 $10,841 - $11,459	64 Added 54.7%	181 $31.6 Million

Q1 2024 May 09, 2024	SELL	$161.84 - $179.11 $74,284 - $82,211	-459 Reduced 79.69%	117 $21 Million
Q4 2023 Feb 07, 2024	BUY	$143.69 - $165.7 $82,765 - $95,443	576 New	576 $95.2 Million

1,993

265M

342K

5.28M

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