Aegis Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History

Aegis Wealth Management LLC

  • $167 Billion
  • Q2 2025

A detailed history of Aegis Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Aegis Wealth Management LLC holds 8,560 shares of IWD stock, worth $1.73 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
8,560
Previous 8,560 -0.0%
Holding current value
$1.73 Million
Previous $1.61 Billion -0.0%
% of portfolio
0.97%
Previous 0.95%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 07, 2025
BUY
$183.23 - $199.79 $1.57 Million - $1.71 Million
8,560 New
8,560 $1.58 Billion

Others Institutions Holding IWD

# of Institutions
1,969
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
Track This Portfolio

Track Aegis Wealth Management LLC Portfolio

Follow Aegis Wealth Management LLC 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 Aegis Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aegis Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email