Delap Wealth Advisory, LLC Ishares Russell 1000 Val ETF Transaction History

Delap Wealth Advisory, LLC

  • $208 Billion
  • Q2 2025

A detailed history of Delap Wealth Advisory, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 1,651 shares of IWD stock, worth $323,034. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,651
Previous 1,629 1.35%
Holding current value
$323,034
Previous $307 Million 4.62%
% of portfolio
0.15%
Previous 0.17%

Shares

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

Jul 28, 2025
BUY
$166.82 - $194.23 $3,670 - $4,273
22 Added 1.35%
1,651 $321 Million
Q4 2024

Feb 04, 2025
BUY
$183.23 - $199.79 $298,481 - $325,457
1,629 New
1,629 $302 Million

Others Institutions Holding IWD

# of Institutions
1,931
Shares Held
275M
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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