Plante Moran Financial Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Plante Moran Financial Advisors, LLC

$1.59 Billion
Q3 2025

A detailed history of Plante Moran Financial Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 4,668 shares of IWD stock, worth $955,959. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,668

Previous 4,510 3.5%

Holding current value

$955,959

Previous $875,000 8.57%

% of portfolio

0.06%

Previous 0.06%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$192.76 - $203.86 $30,456 - $32,209	158 Added 3.5%	4,668 $950,000
Q2 2025 Aug 05, 2025	SELL	$166.82 - $194.23 $106,264 - $123,724	-637 Reduced 12.38%	4,510 $875,000
Q1 2025 May 08, 2025	BUY	$182.82 - $196.21 $14,442 - $15,500	79 Added 1.56%	5,147 $968,000
Q4 2024 Feb 05, 2025	SELL	$183.23 - $199.79 $18,323 - $19,979	-100 Reduced 1.93%	5,068 $938,000
Q3 2024 Oct 30, 2024	BUY	$173.36 - $189.8 $37,445 - $40,996	216 Added 4.36%	5,168 $980,000

Q2 2024 Aug 12, 2024	SELL	$169.4 - $179.05 $277,816 - $293,642	-1,640 Reduced 24.88%	4,952 $863,000
Q4 2023 Feb 05, 2024	BUY	$143.69 - $165.7 $223,869 - $258,160	1,558 Added 30.95%	6,592 $1.09 Million
Q3 2023 Nov 07, 2023	BUY	$151.73 - $163.56 $36,263 - $39,090	239 Added 4.98%	5,034 $764,000
Q2 2023 Aug 07, 2023	BUY	$148.55 - $157.83 $75,909 - $80,651	511 Added 11.93%	4,795 $756,000
Q1 2023 May 08, 2023	SELL	$145.2 - $161.56 $287,931 - $320,373	-1,983 Reduced 31.64%	4,284 $652,000
Q3 2022 Nov 02, 2022	SELL	$135.99 - $161.15 $236,078 - $279,756	-1,736 Reduced 21.69%	6,267 $852,000
Q2 2022 Aug 02, 2022	BUY	$140.99 - $168.41 $244,758 - $292,359	1,736 Added 27.7%	8,003 $1.16 Million
Q1 2022 May 06, 2022	SELL	$157.15 - $170.51 $1.11 Million - $1.2 Million	-7,054 Reduced 52.95%	6,267 $1.04 Million
Q4 2021 Feb 09, 2022	BUY	$157.12 - $168.08 $1.25 Million - $1.34 Million	7,953 Added 148.16%	13,321 $2.24 Million
Q3 2021 Nov 08, 2021	BUY	$154.62 - $164.07 $115,191 - $122,232	745 Added 16.12%	5,368 $840,000
Q1 2021 May 13, 2021	SELL	$134.89 - $153.0 $32,103 - $36,414	-238 Reduced 4.9%	4,623 $701,000
Q3 2020 Nov 12, 2020	SELL	$111.27 - $124.26 $32,935 - $36,780	-296 Reduced 5.74%	4,861 $574,000
Q2 2020 Aug 10, 2020	SELL	$94.52 - $125.14 $18,431 - $24,402	-195 Reduced 3.64%	5,157 $581,000
Q1 2020 May 07, 2020	SELL	$85.17 - $138.52 $13,116 - $21,332	-154 Reduced 2.8%	5,352 $531,000
Q4 2019 Feb 14, 2020	BUY	$123.85 - $136.67 $12,632 - $13,940	102 Added 1.89%	5,506 $751,000
Q3 2019 Nov 13, 2019	BUY	$127.92 - $130.25 $79,054 - $80,494	618 Added 12.91%	5,404 $0
Q2 2019 Aug 13, 2019	BUY	N/A	912 Added 23.54%	4,786 $609,000
Q1 2019 May 13, 2019	SELL	N/A	-35 Reduced 0.9%	3,874 $478,000
Q4 2018 Jan 29, 2019	SELL	N/A	-22 Reduced 0.56%	3,909 $434,000
Q3 2018 Nov 09, 2018	BUY	N/A	238 Added 6.44%	3,931 $498,000
Q2 2018 Jul 26, 2018	SELL	N/A	-2,463 Reduced 40.01%	3,693 $448,000
Q1 2018 May 01, 2018	BUY	N/A	3,284 Added 114.35%	6,156 $738,000
Q4 2017 Feb 01, 2018	SELL	N/A	-12 Reduced 0.42%	2,872 $357,000
Q3 2017 Nov 08, 2017	BUY	N/A	2,884	2,884 $342,000

Others Institutions Holding IWD

# of Institutions

2,039

Shares Held

262M

Call Options Held

442K

Put Options Held

5.38M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
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Plante Moran Financial Advisors, LLC Ishares Russell 1000 Val ETF Transaction History