Seneca Financial Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Seneca Financial Advisors LLC

  • $306 Billion
  • Q3 2025

A detailed history of Seneca Financial Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Seneca Financial Advisors LLC holds 6,639 shares of IWD stock, worth $1.36 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
6,639
Previous 7,580 12.41%
Holding current value
$1.36 Million
Previous $1.47 Billion 8.19%
% of portfolio
0.44%
Previous 0.57%

Shares

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

Oct 23, 2025
SELL
$192.76 - $203.86 $181,387 - $191,832
-941 Reduced 12.41%
6,639 $1.35 Billion
Q2 2025

Aug 27, 2025
SELL
$166.82 - $194.23 $4,837 - $5,632
-29 Reduced 0.38%
7,580 $1.47 Billion
Q1 2025

Aug 27, 2025
BUY
$182.82 - $196.21 $4,936 - $5,297
27 Added 0.36%
7,609 $1.43 Billion
Q4 2024

Aug 27, 2025
SELL
$183.23 - $199.79 $352,351 - $384,196
-1,923 Reduced 20.23%
7,582 $1.4 Billion
Q3 2024

Aug 27, 2025
BUY
$173.36 - $189.8 $7,107 - $7,781
41 Added 0.43%
9,505 $1.8 Billion
Q2 2024

Aug 27, 2025
SELL
$169.4 - $179.05 $168,214 - $177,796
-993 Reduced 9.5%
9,464 $1.65 Billion
Q1 2024

Aug 27, 2025
BUY
$161.84 - $179.11 $2,427 - $2,686
15 Added 0.14%
10,457 $1.87 Billion
Q4 2023

Aug 27, 2025
BUY
$143.69 - $165.7 $10,058 - $11,599
70 Added 0.67%
10,442 $1.73 Billion
Q2 2023

Aug 27, 2025
SELL
$148.55 - $157.83 $187,173 - $198,865
-1,260 Reduced 10.83%
10,372 $1.64 Billion
Q1 2023

Aug 27, 2025
BUY
$145.2 - $161.56 $222,591 - $247,671
1,533 Added 15.18%
11,632 $1.77 Billion
Q4 2022

Aug 27, 2025
SELL
$136.78 - $158.99 $10,258 - $11,924
-75 Reduced 0.74%
10,099 $1.53 Billion
Q3 2022

Aug 27, 2025
BUY
$135.99 - $161.15 $146,597 - $173,719
1,078 Added 11.85%
10,174 $1.38 Billion
Q2 2022

Aug 27, 2025
BUY
$140.99 - $168.41 $195,694 - $233,753
1,388 Added 18.01%
9,096 $1.32 Billion
Q1 2022

Aug 27, 2025
SELL
$157.15 - $170.51 $8,957 - $9,719
-57 Reduced 0.73%
7,708 $1.28 Billion
Q4 2021

Aug 27, 2025
SELL
$157.12 - $168.08 $4,556 - $4,874
-29 Reduced 0.37%
7,765 $1.3 Billion
Q3 2021

Aug 27, 2025
SELL
$154.62 - $164.07 $27,676 - $29,368
-179 Reduced 2.25%
7,794 $1.22 Billion
Q2 2021

Aug 27, 2025
SELL
$152.86 - $162.4 $56,405 - $59,925
-369 Reduced 4.42%
7,973 $1.26 Billion
Q1 2021

Aug 27, 2025
SELL
$134.89 - $153.0 $107,372 - $121,788
-796 Reduced 8.71%
8,342 $1.26 Billion
Q4 2020

Aug 27, 2025
BUY
$115.84 - $136.73 $1.06 Million - $1.25 Million
9,138 New
9,138 $1.25 Billion

Others Institutions Holding IWD

# of Institutions
1,993
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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