Us Financial Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Us Financial Advisors, LLC

$338 Million
Q1 2025

A detailed history of Us Financial Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Us Financial Advisors, LLC holds 67,545 shares of IWD stock, worth $13.8 Million. This represents 3.76% of its overall portfolio holdings.

Number of Shares

67,545

Previous 66,332 1.83%

Holding current value

$13.8 Million

Previous $12.3 Million 3.49%

% of portfolio

3.76%

Previous 3.79%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$182.82 - $196.21 $221,760 - $238,002	1,213 Added 1.83%	67,545 $12.7 Million
Q4 2024 Feb 13, 2025	BUY	$183.23 - $199.79 $284,006 - $309,674	1,550 Added 2.39%	66,332 $12.3 Million
Q3 2024 Oct 31, 2024	BUY	$173.36 - $189.8 $738,166 - $808,168	4,258 Added 7.04%	64,782 $12.3 Million
Q2 2024 Aug 01, 2024	BUY	$169.4 - $179.05 $10.3 Million - $10.8 Million	60,524 New	60,524 $10.6 Million
Q2 2021 Aug 10, 2021	SELL	$152.86 - $162.4 $1.8 Million - $1.91 Million	-11,789 Closed	0 $0

Q1 2021 Apr 30, 2021	SELL	$134.89 - $153.0 $3,642 - $4,131	-27 Reduced 0.23%	11,789 $1.79 Million
Q4 2020 Feb 18, 2021	BUY	$115.84 - $136.73 $1.37 Million - $1.62 Million	11,816 New	11,816 $1.62 Million

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

Ticker IWD
Sector ETFs
Industry ETFs

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Us Financial Advisors, LLC Ishares Russell 1000 Val ETF Transaction History