Iht Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q2 2025

A detailed history of Iht Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Iht Wealth Management, LLC holds 25,573 shares of IWD stock, worth $5.1 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
25,573
Previous 27,176 5.9%
Holding current value
$5.1 Million
Previous $5.11 Million 2.86%
% of portfolio
0.14%
Previous 0.17%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$166.82 - $194.23 $267,412 - $311,350
-1,603 Reduced 5.9%
25,573 $4.97 Million
Q1 2025

May 15, 2025
SELL
$182.82 - $196.21 $151,557 - $162,658
-829 Reduced 2.96%
27,176 $5.11 Million
Q4 2024

Feb 14, 2025
SELL
$183.23 - $199.79 $659,261 - $718,844
-3,598 Reduced 11.38%
28,005 $5.18 Million
Q3 2024

Nov 14, 2024
BUY
$173.36 - $189.8 $642,992 - $703,968
3,709 Added 13.3%
31,603 $6 Million
Q2 2024

Aug 14, 2024
SELL
$169.4 - $179.05 $407,745 - $430,973
-2,407 Reduced 7.94%
27,894 $4.87 Million
Q1 2024

May 15, 2024
SELL
$161.84 - $179.11 $169,770 - $187,886
-1,049 Reduced 3.35%
30,301 $5.43 Million
Q4 2023

Feb 14, 2024
SELL
$143.69 - $165.7 $68,971 - $79,536
-480 Reduced 1.51%
31,350 $5.18 Million
Q3 2023

Nov 14, 2023
BUY
$151.73 - $163.56 $71,616 - $77,200
472 Added 1.51%
31,830 $4.83 Million
Q2 2023

Aug 14, 2023
SELL
$148.55 - $157.83 $11,735 - $12,468
-79 Reduced 0.25%
31,358 $4.95 Million
Q1 2023

May 15, 2023
BUY
$145.2 - $161.56 $11,035 - $12,278
76 Added 0.24%
31,437 $4.79 Million
Q4 2022

Feb 14, 2023
SELL
$136.78 - $158.99 $240,596 - $279,663
-1,759 Reduced 5.31%
31,361 $4.76 Million
Q3 2022

Nov 22, 2022
BUY
$135.99 - $161.15 $587,068 - $695,684
4,317 Added 14.99%
33,120 $4.5 Million
Q2 2022

Aug 15, 2022
SELL
$140.99 - $168.41 $84,594 - $101,046
-600 Reduced 2.04%
28,803 $4.18 Million
Q1 2022

May 16, 2022
SELL
$157.15 - $170.51 $127,605 - $138,454
-812 Reduced 2.69%
29,403 $4.88 Million
Q4 2021

Feb 14, 2022
SELL
$157.12 - $168.08 $26,710 - $28,573
-170 Reduced 0.56%
30,215 $5.07 Million
Q3 2021

Nov 15, 2021
SELL
$154.62 - $164.07 $37,263 - $39,540
-241 Reduced 0.79%
30,385 $4.76 Million
Q2 2021

Aug 16, 2021
SELL
$152.86 - $162.4 $190,922 - $202,837
-1,249 Reduced 3.92%
30,626 $4.86 Million
Q1 2021

May 18, 2021
SELL
$134.89 - $153.0 $56,788 - $64,413
-421 Reduced 1.3%
31,875 $4.83 Million
Q4 2020

Feb 17, 2021
BUY
$115.84 - $136.73 $106,341 - $125,518
918 Added 2.93%
32,296 $4.42 Million
Q3 2020

Nov 19, 2020
BUY
$111.27 - $124.26 $66,650 - $74,431
599 Added 1.95%
31,378 $3.71 Million
Q2 2020

Aug 14, 2020
SELL
$94.52 - $125.14 $322,313 - $426,727
-3,410 Reduced 9.97%
30,779 $3.47 Million
Q1 2020

May 13, 2020
SELL
$85.17 - $138.52 $256,957 - $417,914
-3,017 Reduced 8.11%
34,189 $3.39 Million
Q4 2019

Feb 18, 2020
SELL
$123.85 - $136.67 $873,390 - $963,796
-7,052 Reduced 15.93%
37,206 $5.08 Million
Q3 2019

Nov 15, 2019
SELL
$127.92 - $130.25 $628,470 - $639,918
-4,913 Reduced 9.99%
44,258 $5.68 Million
Q2 2019

Aug 12, 2019
BUY
N/A
11,896 Added 31.91%
49,171 $6.26 Million
Q1 2019

May 16, 2019
SELL
N/A
-5,209 Reduced 12.26%
37,275 $4.6 Million
Q4 2018

Feb 15, 2019
BUY
N/A
5,512 Added 14.91%
42,484 $4.72 Million
Q3 2018

Nov 14, 2018
BUY
N/A
609 Added 1.67%
36,972 $4.68 Million
Q2 2018

Aug 13, 2018
SELL
N/A
-181 Reduced 0.5%
36,363 $4.41 Million
Q1 2018

May 15, 2018
SELL
N/A
-4,333 Reduced 10.6%
36,544 $4.29 Million
Q4 2017

Feb 14, 2018
BUY
N/A
9,175 Added 28.94%
40,877 $5.17 Million
Q3 2017

Nov 14, 2017
BUY
N/A
31,702
31,702 $3.79 Million

Others Institutions Holding IWD

# of Institutions
1,948
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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