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

Genesis Private Wealth, LLC

  • $322 Billion
  • Q4 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 66,786 shares of IWD stock, worth $13.7 Million. This represents 4.36% of its overall portfolio holdings.

Number of Shares
66,786
Previous 61,260 9.02%
Holding current value
$13.7 Million
Previous $12.5 Billion 12.64%
% of portfolio
4.36%
Previous 5.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$199.44 - $208.01 $1.1 Million - $1.15 Million
5,526 Added 9.02%
66,786 $14 Billion
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
2,000
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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