A detailed history of Zrc Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 11,064 shares of IWD stock, worth $1.99 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
11,064
Previous 8,684 27.41%
Holding current value
$1.99 Million
Previous $1.56 Billion 24.11%
% of portfolio
0.91%
Previous 0.78%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 08, 2024

BUY
$169.4 - $179.05 $403,172 - $426,139
2,380 Added 27.41%
11,064 $1.93 Billion
Q1 2024

Apr 19, 2024

BUY
$161.84 - $179.11 $267,683 - $296,247
1,654 Added 23.53%
8,684 $1.56 Billion
Q4 2023

Jan 16, 2024

BUY
$143.69 - $165.7 $1.01 Million - $1.16 Million
7,030 New
7,030 $1.07 Billion

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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