Catalytic Wealth Ria, LLC Ishares Russell 1000 Val ETF Transaction History

Catalytic Wealth Ria, LLC

  • $545 Billion
  • Q1 2025

A detailed history of Catalytic Wealth Ria, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 1,195 shares of IWD stock, worth $228,818. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,195
Previous 1,198 0.25%
Holding current value
$228,818
Previous $222 Million 1.38%
% of portfolio
0.04%
Previous 0.04%

Shares

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

May 12, 2025
SELL
$182.82 - $196.21 $548 - $588
-3 Reduced 0.25%
1,195 $225 Million
Q4 2024

Feb 07, 2025
SELL
$183.23 - $199.79 $67,795 - $73,922
-370 Reduced 23.6%
1,198 $222 Million
Q3 2024

Nov 04, 2024
SELL
$173.36 - $189.8 $3,813 - $4,175
-22 Reduced 1.38%
1,568 $298 Million
Q2 2024

Jul 31, 2024
SELL
$169.4 - $179.05 $2,710 - $2,864
-16 Reduced 1.0%
1,590 $277 Million
Q1 2024

May 10, 2024
BUY
$161.84 - $179.11 $20,877 - $23,105
129 Added 8.73%
1,606 $288 Million
Q4 2023

Feb 12, 2024
BUY
$143.69 - $165.7 $212,230 - $244,738
1,477 New
1,477 $244 Million

Others Institutions Holding IWD

# of Institutions
1,907
Shares Held
279M
Call Options Held
617K
Put Options Held
5.88M
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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