Capital A Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Capital A Wealth Management, LLC

  • $8.94 Billion
  • Q2 2025

A detailed history of Capital A Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 346 shares of IWD stock, worth $70,071. This represents 0.64% of its overall portfolio holdings.

Number of Shares
346
Previous 122 183.61%
Holding current value
$70,071
Previous $23 Million 149.07%
% of portfolio
0.64%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 25, 2025
BUY
$166.82 - $194.23 $37,367 - $43,507
224 Added 183.61%
346 $57.2 Million
Q1 2025

May 02, 2025
BUY
$182.82 - $196.21 $20,293 - $21,779
111 Added 1009.09%
122 $23 Million
Q4 2024

Feb 26, 2025
BUY
$183.23 - $199.79 $2,015 - $2,197
11 New
11 $2.04 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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