Caliber Wealth Management, LLC / Ks Ishares Russell 1000 Val ETF Transaction History

Caliber Wealth Management, LLC / Ks

  • $897 Billion
  • Q3 2025

A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 16,334 shares of IWD stock, worth $3.35 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
16,334
Previous 17,425 6.26%
Holding current value
$3.35 Million
Previous $3.38 Billion 1.74%
% of portfolio
0.37%
Previous 0.36%

Shares

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

Nov 05, 2025
SELL
$192.76 - $203.86 $210,301 - $222,411
-1,091 Reduced 6.26%
16,334 $3.33 Billion
Q2 2025

Jul 30, 2025
BUY
$166.82 - $194.23 $60,555 - $70,505
363 Added 2.13%
17,425 $3.38 Billion
Q1 2025

May 06, 2025
BUY
$182.82 - $196.21 $3.12 Million - $3.35 Million
17,062 New
17,062 $3.21 Billion

Others Institutions Holding IWD

# of Institutions
1,997
Shares Held
265M
Call Options Held
342K
Put Options Held
5.28M
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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