Stage Harbor Financial, LLC Ishares Russell 1000 Val ETF Transaction History

Stage Harbor Financial, LLC

  • $137 Billion
  • Q3 2025

A detailed history of Stage Harbor Financial, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Stage Harbor Financial, LLC holds 20,065 shares of IWD stock, worth $4.11 Million. This represents 2.99% of its overall portfolio holdings.

Number of Shares
20,065
Previous 20,704 3.09%
Holding current value
$4.11 Million
Previous $4.02 Billion 1.58%
% of portfolio
2.99%
Previous 3.27%

Shares

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

Nov 03, 2025
SELL
$192.76 - $203.86 $123,173 - $130,266
-639 Reduced 3.09%
20,065 $4.09 Billion
Q2 2025

Aug 13, 2025
BUY
$166.82 - $194.23 $70,898 - $82,547
425 Added 2.1%
20,704 $4.02 Billion
Q1 2025

Apr 29, 2025
SELL
$182.82 - $196.21 $25,229 - $27,076
-138 Reduced 0.68%
20,279 $3.82 Billion
Q4 2024

Feb 12, 2025
BUY
$183.23 - $199.79 $8,062 - $8,790
44 Added 0.22%
20,417 $3.78 Billion
Q3 2024

Oct 16, 2024
SELL
$173.36 - $189.8 $238,370 - $260,975
-1,375 Reduced 6.32%
20,373 $3.9 Billion
Q4 2023

Feb 13, 2024
BUY
$143.69 - $165.7 $3.12 Million - $3.6 Million
21,748 New
21,748 $3.59 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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