Wealth Plan Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Wealth Plan Partners, LLC

  • $709 Billion
  • Q1 2025

A detailed history of Wealth Plan Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 2,842 shares of IWD stock, worth $535,034. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,842
Previous 2,842 -0.0%
Holding current value
$535,034
Previous $526 Million 1.64%
% of portfolio
0.08%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 05, 2024
SELL
$143.69 - $165.7 $11,782 - $13,587
-82 Reduced 2.8%
2,842 $470 Million
Q3 2023

Nov 01, 2023
SELL
$151.73 - $163.56 $44,153 - $47,595
-291 Reduced 9.05%
2,924 $444 Million
Q3 2021

Dec 09, 2021
BUY
$154.62 - $164.07 $497,103 - $527,485
3,215 New
3,215 $0

Others Institutions Holding IWD

# of Institutions
1,906
Shares Held
279M
Call Options Held
617K
Put Options Held
5.88M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Wealth Plan Partners, LLC Portfolio

Follow Wealth Plan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email