Diversify Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025

A detailed history of Diversify Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 6,318 shares of IWD stock, worth $1.19 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,318
Previous 6,267 0.81%
Holding current value
$1.19 Million
Previous $1.15 Billion 0.01%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Apr 30, 2025
BUY
$182.82 - $196.21 $9,323 - $10,006
51 Added 0.81%
6,318 $1.15 Billion
Q4 2024

Jan 16, 2025
BUY
$183.23 - $199.79 $235,450 - $256,730
1,285 Added 25.79%
6,267 $1.15 Billion
Q3 2024

Oct 25, 2024
BUY
$173.36 - $189.8 $863,679 - $945,583
4,982 New
4,982 $951 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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