Bsw Wealth Partners Ishares Russell 1000 Val ETF Transaction History

Bsw Wealth Partners

  • $719 Million
  • Q2 2025

A detailed history of Bsw Wealth Partners transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Bsw Wealth Partners holds 5,148 shares of IWD stock, worth $1.04 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,148
Previous 5,148 -0.0%
Holding current value
$1.04 Million
Previous $968,000 3.2%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Apr 24, 2025
BUY
$182.82 - $196.21 $144,427 - $155,005
790 Added 18.13%
5,148 $968,000
Q2 2024

Jul 16, 2024
BUY
$169.4 - $179.05 $91,137 - $96,328
538 Added 14.08%
4,358 $760,000
Q1 2023

May 15, 2023
BUY
$145.2 - $161.56 $70,276 - $78,195
484 Added 14.51%
3,820 $581,000
Q3 2022

Nov 14, 2022
BUY
$135.99 - $161.15 $453,662 - $537,596
3,336 New
3,336 $454,000

Others Institutions Holding IWD

# of Institutions
1,947
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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