Bernard Wealth Management Corp. Ishares Russell 1000 Val ETF Transaction History

Bernard Wealth Management Corp.

  • $239 Billion
  • Q3 2025

A detailed history of Bernard Wealth Management Corp. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 467 shares of IWD stock, worth $95,636. This represents 0.04% of its overall portfolio holdings.

Number of Shares
467
Previous 467 -0.0%
Holding current value
$95,636
Previous $90.7 Million 4.82%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jul 24, 2025
SELL
$166.82 - $194.23 $3,336 - $3,884
-20 Reduced 4.11%
467 $90.7 Million
Q4 2024

Feb 27, 2025
SELL
$183.23 - $199.79 $1,832 - $1,997
-10 Reduced 2.01%
487 $90.2 Million
Q4 2024

Feb 13, 2025
BUY
$183.23 - $199.79 $91,065 - $99,295
497 New
497 $83 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
Track This Portfolio

Track Bernard Wealth Management Corp. Portfolio

Follow Bernard Wealth Management Corp. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bernard Wealth Management Corp., based on Form 13F filings with the SEC.

News

Stay updated on Bernard Wealth Management Corp. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email