Moran Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Moran Wealth Management, LLC

$3.08 Billion
Q4 2024

A detailed history of Moran Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Moran Wealth Management, LLC holds 23,456 shares of IWD stock, worth $4.45 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

23,456

Holding current value

$4.45 Million

% of portfolio

0.14%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$183.23 - $199.79 $4.3 Million - $4.69 Million	23,456 New	23,456 $4.34 Million
Q1 2024 May 15, 2024	SELL	$161.84 - $179.11 $500,409 - $553,808	-3,092 Reduced 70.67%	1,283 $229,000
Q4 2023 Feb 07, 2024	BUY	$143.69 - $165.7 $628,643 - $724,937	4,375 New	4,375 $722,000
Q1 2023 May 10, 2023	SELL	$145.2 - $161.56 $759,395 - $844,958	-5,230 Reduced 74.67%	1,774 $270,000
Q4 2022 Feb 13, 2023	BUY	$136.78 - $158.99 $958,007 - $1.11 Million	7,004 New	7,004 $0

Others Institutions Holding IWD

# of Institutions

1,882

Shares Held

284M

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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Moran Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History