Falcon Wealth Planning Ishares Russell 1000 Val ETF Transaction History

Falcon Wealth Planning

  • $1 Billion
  • Q3 2025

A detailed history of Falcon Wealth Planning transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Falcon Wealth Planning holds 1,158 shares of IWD stock, worth $234,518. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,158
Previous 1,166 0.69%
Holding current value
$234,518
Previous $226,000 3.98%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
SELL
$192.76 - $203.86 $1,542 - $1,630
-8 Reduced 0.69%
1,158 $235,000
Q2 2025

Jul 16, 2025
BUY
$166.82 - $194.23 $11,844 - $13,790
71 Added 6.48%
1,166 $226,000
Q4 2024

Jan 22, 2025
BUY
$183.23 - $199.79 $732 - $799
4 Added 0.37%
1,095 $202,000
Q3 2024

Oct 30, 2024
BUY
$173.36 - $189.8 $189,135 - $207,071
1,091 New
1,091 $207,000

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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