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

Genesis Private Wealth, LLC

  • $189 Billion
  • Q1 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 60,124 shares of IWD stock, worth $11.3 Million. This represents 6.0% of its overall portfolio holdings.

Number of Shares
60,124
Previous 60,936 1.33%
Holding current value
$11.3 Million
Previous $11.3 Billion 0.28%
% of portfolio
6.0%
Previous 6.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,907
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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