Pur Efi Wealth, LLC Ishares Russell 1000 Val ETF Transaction History

Pur Efi Wealth, LLC

  • $131 Billion
  • Q4 2025

A detailed history of Pur Efi Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Pur Efi Wealth, LLC holds 2,237 shares of IWD stock, worth $458,115. This represents 0.36% of its overall portfolio holdings.

Number of Shares
2,237
Previous 2,582 13.36%
Holding current value
$458,115
Previous $526 Million 10.49%
% of portfolio
0.36%
Previous 0.4%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
SELL
$199.44 - $208.01 $68,806 - $71,763
-345 Reduced 13.36%
2,237 $471 Million
Q3 2025

Oct 21, 2025
SELL
$192.76 - $203.86 $23,709 - $25,074
-123 Reduced 4.55%
2,582 $526 Million
Q1 2025

Apr 21, 2025
BUY
$182.82 - $196.21 $157,042 - $168,544
859 Added 46.53%
2,705 $509 Million
Q4 2024

Jan 30, 2025
BUY
$183.23 - $199.79 $338,242 - $368,812
1,846 New
1,846 $342 Million

Others Institutions Holding IWD

# of Institutions
2,001
Shares Held
265M
Call Options Held
342K
Put Options Held
5.28M
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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