Alteri Wealth LLC Ishares Russell 1000 Val ETF Transaction History

Alteri Wealth LLC

  • $258 Billion
  • Q2 2025

A detailed history of Alteri Wealth LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Alteri Wealth LLC holds 6,611 shares of IWD stock, worth $1.32 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
6,611
Previous 7,842 15.7%
Holding current value
$1.32 Million
Previous $1.48 Billion 12.98%
% of portfolio
0.5%
Previous 0.65%

Shares

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

Aug 11, 2025
SELL
$166.82 - $194.23 $205,355 - $239,097
-1,231 Reduced 15.7%
6,611 $1.28 Billion
Q1 2025

May 07, 2025
SELL
$182.82 - $196.21 $74,590 - $80,053
-408 Reduced 4.95%
7,842 $1.48 Billion
Q4 2024

Feb 14, 2025
BUY
$183.23 - $199.79 $1.51 Million - $1.65 Million
8,250 New
8,250 $1.53 Billion

Others Institutions Holding IWD

# of Institutions
1,948
Shares Held
267M
Call Options Held
722K
Put Options Held
5.49M
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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