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

Wellspring Financial Advisors, LLC

  • $1.09 Trillion
  • Q3 2025

A detailed history of Wellspring Financial Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 42,192 shares of IWD stock, worth $8.64 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
42,192
Previous 42,331 0.33%
Holding current value
$8.64 Million
Previous $8.22 Billion 4.48%
% of portfolio
0.79%
Previous 0.83%

Shares

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

Nov 13, 2025
SELL
$192.76 - $203.86 $26,793 - $28,336
-139 Reduced 0.33%
42,192 $8.59 Billion
Q2 2025

Aug 13, 2025
SELL
$166.82 - $194.23 $18,517 - $21,559
-111 Reduced 0.26%
42,331 $8.22 Billion
Q1 2025

May 15, 2025
BUY
$182.82 - $196.21 $3,290 - $3,531
18 Added 0.04%
42,442 $7.99 Billion
Q4 2024

Feb 13, 2025
SELL
$183.23 - $199.79 $36,829 - $40,157
-201 Reduced 0.47%
42,424 $7.85 Billion
Q3 2024

Nov 13, 2024
BUY
$173.36 - $189.8 $3.98 Million - $4.36 Million
22,976 Added 116.93%
42,625 $8.09 Billion
Q2 2024

Aug 12, 2024
SELL
$169.4 - $179.05 $135,350 - $143,060
-799 Reduced 3.91%
19,649 $3.43 Billion
Q1 2024

May 01, 2024
SELL
$161.84 - $179.11 $120,085 - $132,899
-742 Reduced 3.5%
20,448 $3.66 Billion
Q4 2023

Feb 13, 2024
SELL
$143.69 - $165.7 $31,899 - $36,785
-222 Reduced 1.04%
21,190 $3.5 Billion
Q3 2023

Nov 14, 2023
SELL
$151.73 - $163.56 $606 - $654
-4 Reduced 0.02%
21,412 $3.25 Billion
Q2 2023

Aug 11, 2023
SELL
$148.55 - $157.83 $133,100 - $141,415
-896 Reduced 4.02%
21,416 $3.38 Billion
Q1 2023

May 12, 2023
SELL
$145.2 - $161.56 $173,368 - $192,902
-1,194 Reduced 5.08%
22,312 $3.4 Billion
Q4 2022

Feb 13, 2023
SELL
$136.78 - $158.99 $6,155 - $7,154
-45 Reduced 0.19%
23,506 $3.56 Million
Q3 2022

Nov 14, 2022
SELL
$135.99 - $161.15 $33,725 - $39,965
-248 Reduced 1.04%
23,551 $3.2 Million
Q2 2022

Aug 12, 2022
SELL
$140.99 - $168.41 $3,947 - $4,715
-28 Reduced 0.12%
23,799 $3.45 Million
Q1 2022

May 10, 2022
SELL
$157.15 - $170.51 $352,330 - $382,283
-2,242 Reduced 8.6%
23,827 $3.96 Million
Q4 2021

Jan 03, 2022
BUY
$157.12 - $168.08 $390,286 - $417,510
2,484 Added 10.53%
26,069 $4.38 Million
Q3 2021

Nov 12, 2021
SELL
$154.62 - $164.07 $2,010 - $2,132
-13 Reduced 0.06%
23,585 $3.69 Million
Q2 2021

Aug 13, 2021
BUY
$152.86 - $162.4 $458 - $487
3 Added 0.01%
23,598 $3.74 Million
Q1 2020

May 14, 2020
BUY
$85.17 - $138.52 $2.01 Million - $3.27 Million
23,595 New
23,595 $2.34 Million

Others Institutions Holding IWD

# of Institutions
1,996
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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