Regimen Wealth, LLC Ishares Russell 1000 Val ETF Transaction History

Regimen Wealth, LLC

$311 Billion
Q1 2025

A detailed history of Regimen Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Regimen Wealth, LLC holds 4,497 shares of IWD stock, worth $846,605. This represents 0.27% of its overall portfolio holdings.

Number of Shares

4,497

Previous 4,668 3.66%

Holding current value

$846,605

Previous $864 Million 2.08%

% of portfolio

0.27%

Previous 0.28%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$182.82 - $196.21 $31,262 - $33,551	-171 Reduced 3.66%	4,497 $846 Million
Q4 2024 Feb 13, 2025	BUY	$183.23 - $199.79 $25,835 - $28,170	141 Added 3.11%	4,668 $864 Million
Q3 2024 Nov 13, 2024	SELL	$173.36 - $189.8 $1,213 - $1,328	-7 Reduced 0.15%	4,527 $859 Million
Q2 2024 Aug 14, 2024	SELL	$169.4 - $179.05 $116,208 - $122,828	-686 Reduced 13.14%	4,534 $791 Million
Q1 2024 May 14, 2024	BUY	$161.84 - $179.11 $28,969 - $32,060	179 Added 3.55%	5,220 $935 Million
Q4 2023 Feb 13, 2024	BUY	$143.69 - $165.7 $7,184 - $8,285	50 Added 1.0%	5,041 $833 Million
Q3 2023 Nov 13, 2023	SELL	$151.73 - $163.56 $40,967 - $44,161	-270 Reduced 5.13%	4,991 $758 Million
Q2 2023 Aug 08, 2023	SELL	$148.55 - $157.83 $469,269 - $498,584	-3,159 Reduced 37.52%	5,261 $830 Million
Q1 2023 May 05, 2023	BUY	$145.2 - $161.56 $58,951 - $65,593	406 Added 5.07%	8,420 $1.05 Billion
Q4 2022 Feb 06, 2023	BUY	$136.78 - $158.99 $1.1 Million - $1.27 Million	8,014 New	8,014 $1.22 Billion

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

Ticker IWD
Sector ETFs
Industry ETFs

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Regimen Wealth, LLC Ishares Russell 1000 Val ETF Transaction History