Genesis Private Wealth, LLC Ishares Russell 1000 Val ETF Transaction History

Genesis Private Wealth, LLC

  • $238 Billion
  • Q3 2025

A detailed history of Genesis Private Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 61,260 shares of IWD stock, worth $12.5 Million. This represents 5.24% of its overall portfolio holdings.

Number of Shares
61,260
Previous 60,220 1.73%
Holding current value
$12.5 Million
Previous $11.7 Billion 6.63%
% of portfolio
5.24%
Previous 5.51%

Shares

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

Oct 08, 2025
BUY
$192.76 - $203.86 $200,470 - $212,014
1,040 Added 1.73%
61,260 $12.5 Billion
Q2 2025

Jul 17, 2025
BUY
$166.82 - $194.23 $16,014 - $18,646
96 Added 0.16%
60,220 $11.7 Billion
Q1 2025

Apr 23, 2025
SELL
$182.82 - $196.21 $148,449 - $159,322
-812 Reduced 1.33%
60,124 $11.3 Billion
Q4 2024

Jan 17, 2025
BUY
$183.23 - $199.79 $11.2 Million - $12.2 Million
60,936 New
60,936 $11.3 Billion

Others Institutions Holding IWD

# of Institutions
1,991
Shares Held
265M
Call Options Held
342K
Put Options Held
5.28M
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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