Aprio Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Aprio Wealth Management, LLC

  • $731 Million
  • Q1 2025

A detailed history of Aprio Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 16,914 shares of IWD stock, worth $3.19 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
16,914
Previous 16,995 0.48%
Holding current value
$3.19 Million
Previous $3.15 Million 1.14%
% of portfolio
0.44%
Previous 0.5%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$182.82 - $196.21 $14,808 - $15,893
-81 Reduced 0.48%
16,914 $3.18 Million
Q4 2024

Jan 10, 2025
SELL
$183.23 - $199.79 $89,049 - $97,097
-486 Reduced 2.78%
16,995 $3.15 Million
Q3 2024

Oct 07, 2024
BUY
$173.36 - $189.8 $82,866 - $90,724
478 Added 2.81%
17,481 $3.32 Million
Q2 2024

Jul 10, 2024
SELL
$169.4 - $179.05 $9,486 - $10,026
-56 Reduced 0.33%
17,003 $2.97 Million
Q1 2024

Apr 10, 2024
BUY
$161.84 - $179.11 $37,546 - $41,553
232 Added 1.38%
17,059 $3.06 Million
Q4 2023

Jan 17, 2024
BUY
$143.69 - $165.7 $25,145 - $28,997
175 Added 1.05%
16,827 $2.78 Million
Q2 2023

Jul 13, 2023
SELL
$148.55 - $157.83 $13,072 - $13,889
-88 Reduced 0.53%
16,652 $2.63 Million
Q1 2023

Apr 14, 2023
SELL
$145.2 - $161.56 $165,237 - $183,855
-1,138 Reduced 6.37%
16,740 $2.55 Million
Q4 2022

Jan 11, 2023
BUY
$136.78 - $158.99 $820 - $953
6 Added 0.03%
17,878 $0
Q3 2022

Oct 13, 2022
BUY
$135.99 - $161.15 $68,266 - $80,897
502 Added 2.89%
17,872 $2.43 Million
Q2 2022

Jul 26, 2022
SELL
$140.99 - $168.41 $2,396 - $2,862
-17 Reduced 0.1%
17,370 $2.52 Million
Q4 2021

Jan 26, 2022
SELL
$157.12 - $168.08 $30,324 - $32,439
-193 Reduced 1.1%
17,387 $2.92 Million
Q3 2021

Oct 14, 2021
BUY
$154.62 - $164.07 $75,763 - $80,394
490 Added 2.87%
17,580 $2.75 Million
Q2 2021

Jul 23, 2021
BUY
$152.86 - $162.4 $202,692 - $215,342
1,326 Added 8.41%
17,090 $2.71 Million
Q4 2020

Jan 11, 2021
SELL
$115.84 - $136.73 $67,882 - $80,123
-586 Reduced 3.58%
15,764 $2.16 Million
Q3 2020

Oct 14, 2020
SELL
$111.27 - $124.26 $102,590 - $114,567
-922 Reduced 5.34%
16,350 $1.93 Million
Q2 2020

Jul 20, 2020
SELL
$94.52 - $125.14 $3,402 - $4,505
-36 Reduced 0.21%
17,272 $1.95 Million
Q1 2020

Apr 16, 2020
SELL
$85.17 - $138.52 $2.08 Million - $3.38 Million
-24,402 Reduced 58.5%
17,308 $1.72 Million
Q4 2019

Feb 14, 2020
BUY
$123.85 - $136.67 $5.17 Million - $5.7 Million
41,710 New
41,710 $5.69 Million

Others Institutions Holding IWD

# of Institutions
1,907
Shares Held
279M
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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