Smi Advisory Services, LLC Ishares Russell 1000 Val ETF Transaction History

Smi Advisory Services, LLC

  • $226 Million
  • Q4 2025

A detailed history of Smi Advisory Services, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Smi Advisory Services, LLC holds 254,744 shares of IWD stock, worth $52.2 Million. This represents 23.13% of its overall portfolio holdings.

Number of Shares
254,744
Holding current value
$52.2 Million
% of portfolio
23.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
BUY
$199.44 - $208.01 $50.8 Million - $53 Million
254,744 New
254,744 $52.2 Million
Q1 2025

Apr 10, 2025
BUY
$182.82 - $196.21 $17.2 Million - $18.5 Million
94,292 New
94,292 $17.6 Million
Q3 2021

Oct 12, 2021
SELL
$154.62 - $164.07 $20.2 Million - $21.5 Million
-130,754 Closed
0 $0
Q2 2021

Jul 23, 2021
BUY
$152.86 - $162.4 $1.13 Million - $1.2 Million
7,371 Added 5.97%
130,754 $20.7 Million
Q1 2021

May 12, 2021
BUY
$134.89 - $153.0 $16.6 Million - $18.9 Million
123,383 New
123,383 $18.7 Million

Others Institutions Holding IWD

# of Institutions
2,006
Shares Held
266M
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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