Gilliland Jeter Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History

Gilliland Jeter Wealth Management LLC

$324 Billion
Q3 2025

A detailed history of Gilliland Jeter Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Gilliland Jeter Wealth Management LLC holds 13,846 shares of IWD stock, worth $2.84 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

13,846

Previous 13,432 3.08%

Holding current value

$2.84 Million

Previous $2.61 Billion 8.05%

% of portfolio

0.87%

Previous 0.85%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$192.76 - $203.86 $79,802 - $84,398	414 Added 3.08%	13,846 $2.82 Billion
Q2 2025 Jul 24, 2025	BUY	$166.82 - $194.23 $29,026 - $33,796	174 Added 1.31%	13,432 $2.61 Billion
Q1 2025 Apr 29, 2025	BUY	$182.82 - $196.21 $70,751 - $75,933	387 Added 3.01%	13,258 $2.49 Billion
Q4 2024 Jan 28, 2025	SELL	$183.23 - $199.79 $14,841 - $16,182	-81 Reduced 0.63%	12,871 $2.38 Billion
Q3 2024 Oct 18, 2024	BUY	$173.36 - $189.8 $68,303 - $74,781	394 Added 3.14%	12,952 $2.46 Billion
Q3 2024 Oct 17, 2024	SELL	$173.36 - $189.8 $7,281 - $7,971	-42 Reduced 0.33%	12,558 $2.25 Billion
Q2 2024 Jul 24, 2024	BUY	$169.4 - $179.05 $7,114 - $7,520	42 Added 0.33%	12,600 $2.2 Billion
Q1 2024 May 02, 2024	BUY	$161.84 - $179.11 $2,265 - $2,507	14 Added 0.11%	12,558 $2.25 Billion
Q4 2023 Feb 02, 2024	BUY	$143.69 - $165.7 $1.8 Million - $2.08 Million	12,544 New	12,544 $2.07 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

Ticker IWD
Sector ETFs
Industry ETFs

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Gilliland Jeter Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History