Burling Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Burling Wealth Partners, LLC

  • $542 Billion
  • Q2 2025

A detailed history of Burling Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Burling Wealth Partners, LLC holds 2,001 shares of IWD stock, worth $391,515. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,001
Previous 2,256 11.3%
Holding current value
$391,515
Previous $424 Million 8.44%
% of portfolio
0.07%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$166.82 - $194.23 $42,539 - $49,528
-255 Reduced 11.3%
2,001 $389 Million
Q1 2025

May 02, 2025
BUY
$182.82 - $196.21 $188,304 - $202,096
1,030 Added 84.01%
2,256 $424 Million
Q4 2024

Feb 14, 2025
BUY
$183.23 - $199.79 $224,639 - $244,942
1,226 New
1,226 $227 Million

Others Institutions Holding IWD

# of Institutions
1,931
Shares Held
275M
Call Options Held
617K
Put Options Held
5.88M
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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