A detailed history of Global Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Global Wealth Management, LLC holds 6,964 shares of IWD stock, worth $1.43 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
6,964
Previous 8,220 15.28%
Holding current value
$1.43 Million
Previous $1.62 Billion 12.28%
% of portfolio
0.74%
Previous 0.89%

Shares

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

Oct 17, 2025

SELL
$192.76 - $203.86 $242,106 - $256,048
-1,256 Reduced 15.28%
6,964 $1.42 Billion
Q3 2024

Oct 24, 2024

BUY
$173.36 - $189.8 $1.43 Million - $1.56 Million
8,220 New
8,220 $1.56 Billion

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Global Wealth Management, LLC Portfolio

Follow Global Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Management, LLC with notifications on news.