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

Emergent Wealth Advisors, LLC

  • $173 Billion
  • Q3 2025

A detailed history of Emergent Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Emergent Wealth Advisors, LLC holds 1,697 shares of IWD stock, worth $343,676. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,697
Previous 1,689 0.47%
Holding current value
$343,676
Previous $328 Million 5.28%
% of portfolio
0.2%
Previous 0.21%

Shares

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

Oct 30, 2025
BUY
$192.76 - $203.86 $1,542 - $1,630
8 Added 0.47%
1,697 $345 Million
Q2 2025

Oct 30, 2025
BUY
$166.82 - $194.23 $1,167 - $1,359
7 Added 0.42%
1,689 $328 Million
Q1 2025

Oct 30, 2025
BUY
$182.82 - $196.21 $1,279 - $1,373
7 Added 0.42%
1,682 $317 Million
Q4 2024

Oct 30, 2025
BUY
$183.23 - $199.79 $306,910 - $334,648
1,675 New
1,675 $310 Million

Others Institutions Holding IWD

# of Institutions
1,977
Shares Held
267M
Call Options Held
722K
Put Options Held
5.49M
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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