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

Axis Wealth Partners, LLC

  • $171 Billion
  • Q3 2025

A detailed history of Axis Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 2,938 shares of IWD stock, worth $595,003. This represents 0.35% of its overall portfolio holdings.

Number of Shares
2,938
Previous 2,971 1.11%
Holding current value
$595,003
Previous $577 Million 3.64%
% of portfolio
0.35%
Previous 0.38%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$192.76 - $203.86 $6,361 - $6,727
-33 Reduced 1.11%
2,938 $598 Million
Q2 2025

Jul 15, 2025
SELL
$166.82 - $194.23 $18,016 - $20,976
-108 Reduced 3.51%
2,971 $577 Million
Q1 2025

Apr 28, 2025
BUY
$182.82 - $196.21 $2,559 - $2,746
14 Added 0.46%
3,079 $579 Million
Q4 2024

Feb 07, 2025
BUY
$183.23 - $199.79 $561,599 - $612,356
3,065 New
3,065 $567 Million

Others Institutions Holding IWD

# of Institutions
1,970
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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