True Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

True Wealth Advisors, LLC

  • $307 Million
  • Q4 2025

A detailed history of True Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, True Wealth Advisors, LLC holds 3,210 shares of IWD stock, worth $657,375. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,210
Previous 3,208 0.06%
Holding current value
$657,375
Previous $653,000 0.61%
% of portfolio
0.21%
Previous 0.22%

Shares

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

Jan 07, 2026
BUY
$199.44 - $208.01 $398 - $416
2 Added 0.06%
3,210 $657,000
Q3 2025

Oct 15, 2025
SELL
$192.76 - $203.86 $1,156 - $1,223
-6 Reduced 0.19%
3,208 $653,000
Q2 2025

Jul 03, 2025
SELL
$166.82 - $194.23 $4,837 - $5,632
-29 Reduced 0.89%
3,214 $624,000
Q1 2025

Apr 10, 2025
BUY
$182.82 - $196.21 $20,475 - $21,975
112 Added 3.58%
3,243 $604,000
Q4 2024

Jan 15, 2025
SELL
$183.23 - $199.79 $3,298 - $3,596
-18 Reduced 0.57%
3,131 $579,000
Q3 2024

Oct 29, 2024
SELL
$173.36 - $189.8 $1,040 - $1,138
-6 Reduced 0.19%
3,149 $597,000
Q2 2024

Jul 24, 2024
BUY
$169.4 - $179.05 $338 - $358
2 Added 0.06%
3,155 $550,000
Q1 2024

Apr 23, 2024
BUY
$161.84 - $179.11 $323 - $358
2 Added 0.06%
3,153 $564,000
Q4 2023

Feb 08, 2024
BUY
$143.69 - $165.7 $718 - $828
5 Added 0.16%
3,151 $520,000
Q2 2023

Jul 31, 2023
BUY
$148.55 - $157.83 $297 - $315
2 Added 0.06%
3,146 $496,000
Q1 2023

Apr 19, 2023
BUY
$145.2 - $161.56 $435 - $484
3 Added 0.1%
3,144 $478,000
Q4 2022

Jan 23, 2023
BUY
$136.78 - $158.99 $2,462 - $2,861
18 Added 0.58%
3,141 $0
Q2 2022

Jul 27, 2022
BUY
$140.99 - $168.41 $10,856 - $12,967
77 Added 2.53%
3,123 $453,000
Q1 2022

May 05, 2022
SELL
$157.15 - $170.51 $11,786 - $12,788
-75 Reduced 2.4%
3,046 $511,000
Q1 2022

May 04, 2022
BUY
$157.15 - $170.51 $11,786 - $12,788
75 Added 2.46%
3,121 $493,000
Q4 2021

Feb 02, 2022
BUY
$157.12 - $168.08 $68,032 - $72,778
433 Added 16.57%
3,046 $511,000
Q1 2021

Apr 22, 2021
BUY
$134.89 - $153.0 $2,697 - $3,060
20 Added 0.77%
2,613 $0
Q4 2020

Jan 25, 2021
BUY
$115.84 - $136.73 $300,373 - $354,540
2,593 New
2,593 $365,000

Others Institutions Holding IWD

# of Institutions
2,000
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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