Dynamic Wealth Strategies, LLC Ishares Russell 1000 Val ETF Transaction History

Dynamic Wealth Strategies, LLC

  • $149 Million
  • Q3 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 145 shares of IWD stock, worth $29,365. This represents 0.02% of its overall portfolio holdings.

Number of Shares
145
Previous 145 -0.0%
Holding current value
$29,365
Previous $28,000 3.57%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 12, 2025
BUY
$182.82 - $196.21 $26,508 - $28,450
145 New
145 $27,000
Q2 2024

Aug 15, 2024
SELL
$169.4 - $179.05 $23,885 - $25,246
-141 Reduced 49.3%
145 $25,000
Q4 2023

Feb 13, 2024
BUY
$143.69 - $165.7 $41,095 - $47,390
286 New
286 $47.3 Million

Others Institutions Holding IWD

# of Institutions
1,977
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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