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

Genesis Wealth Advisors, LLC

  • $142 Billion
  • Q3 2025

A detailed history of Genesis Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 2,713 shares of IWD stock, worth $549,436. This represents 0.39% of its overall portfolio holdings.

Number of Shares
2,713
Previous 2,713 -0.0%
Holding current value
$549,436
Previous $527 Million 4.82%
% of portfolio
0.39%
Previous 0.4%

Shares

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

May 05, 2025
SELL
$182.82 - $196.21 $10,237 - $10,987
-56 Reduced 2.02%
2,713 $510 Million
Q4 2024

Feb 04, 2025
BUY
$183.23 - $199.79 $507,363 - $553,218
2,769 New
2,769 $513 Million

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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