Great Waters Wealth Management Ishares Russell 1000 Val ETF Transaction History

Great Waters Wealth Management

$721 Billion
Q1 2025

A detailed history of Great Waters Wealth Management transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Great Waters Wealth Management holds 7,911 shares of IWD stock, worth $1.41 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

7,911

Previous 9,643 17.96%

Holding current value

$1.41 Million

Previous $1.79 Billion 16.61%

% of portfolio

0.21%

Previous 0.23%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$182.82 - $196.21 $316,644 - $339,835	-1,732 Reduced 17.96%	7,911 $1.49 Billion
Q4 2024 Jan 16, 2025	SELL	$183.23 - $199.79 $6,962 - $7,592	-38 Reduced 0.39%	9,643 $1.79 Billion
Q3 2024 Oct 04, 2024	BUY	$173.36 - $189.8 $7,281 - $7,971	42 Added 0.44%	9,681 $1.84 Billion
Q2 2024 Jul 08, 2024	SELL	$169.4 - $179.05 $15,246 - $16,114	-90 Reduced 0.93%	9,639 $1.68 Billion
Q1 2024 Apr 08, 2024	SELL	$161.84 - $179.11 $626,320 - $693,155	-3,870 Reduced 28.46%	9,729 $1.74 Billion
Q4 2023 Jan 19, 2024	SELL	$143.69 - $165.7 $21,840 - $25,186	-152 Reduced 1.11%	13,599 $2.23 Billion
Q3 2023 Oct 11, 2023	SELL	$151.73 - $163.56 $4,703 - $5,070	-31 Reduced 0.22%	13,751 $2.06 Billion
Q2 2023 Jul 07, 2023	SELL	$148.55 - $157.83 $39,514 - $41,982	-266 Reduced 1.89%	13,782 $2.18 Billion
Q1 2023 Apr 25, 2023	SELL	$145.2 - $161.56 $129,808 - $144,434	-894 Reduced 5.98%	14,048 $2.17 Billion
Q4 2022 Feb 03, 2023	BUY	$136.78 - $158.99 $2.04 Million - $2.38 Million	14,942 New	14,942 $2.36 Billion

Others Institutions Holding IWD

# of Institutions

1,901

Shares Held

287M

Call Options Held

1.31M

Put Options Held

1.09M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Great Waters Wealth Management Ishares Russell 1000 Val ETF Transaction History