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

Bcgm Wealth Management, LLC

$322 Million
Q2 2025

A detailed history of Bcgm Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 1,655 shares of IWD stock, worth $335,170. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,655

Previous 1,625 1.85%

Holding current value

$335,170

Previous $305,000 5.25%

% of portfolio

0.1%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$166.82 - $194.23 $5,004 - $5,826	30 Added 1.85%	1,655 $321,000
Q1 2025 May 08, 2025	BUY	$182.82 - $196.21 $365 - $392	2 Added 0.12%	1,625 $305,000
Q4 2024 Feb 04, 2025	SELL	$183.23 - $199.79 $11,726 - $12,786	-64 Reduced 3.79%	1,623 $300,000
Q3 2024 Nov 06, 2024	BUY	$173.36 - $189.8 $173 - $189	1 Added 0.06%	1,687 $320,000
Q2 2024 Jul 30, 2024	BUY	$169.4 - $179.05 $338 - $358	2 Added 0.12%	1,686 $294,000
Q1 2024 May 07, 2024	BUY	$161.84 - $179.11 $161 - $179	1 Added 0.06%	1,684 $301,000
Q4 2023 Feb 08, 2024	BUY	$143.69 - $165.7 $241,830 - $278,873	1,683 New	1,683 $278,000

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

Ticker IWD
Sector ETFs
Industry ETFs

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