Institute For Wealth Management, Llc. Ishares Russell 1000 Val ETF Transaction History

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 3,097 shares of IWD stock, worth $634,234. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,097
Previous 2,735 13.24%
Holding current value
$634,234
Previous $531,000 18.64%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Oct 17, 2025
BUY
$192.76 - $203.86 $69,779 - $73,797
362 Added 13.24%
3,097 $630,000
Q2 2025

Jul 18, 2025
SELL
$166.82 - $194.23 $42,539 - $49,528
-255 Reduced 8.53%
2,735 $531,000
Q1 2025

Apr 21, 2025
SELL
$182.82 - $196.21 $1,645 - $1,765
-9 Reduced 0.3%
2,990 $562,000
Q4 2024

Jan 23, 2025
SELL
$183.23 - $199.79 $2,931 - $3,196
-16 Reduced 0.53%
2,999 $555,000
Q3 2024

Nov 12, 2024
BUY
$173.36 - $189.8 $11,788 - $12,906
68 Added 2.31%
3,015 $572,000
Q2 2024

Jul 25, 2024
BUY
$169.4 - $179.05 $95,033 - $100,447
561 Added 23.51%
2,947 $514,000
Q1 2024

Apr 30, 2024
BUY
$161.84 - $179.11 $32,368 - $35,822
200 Added 9.15%
2,386 $427,000
Q4 2023

Jan 31, 2024
SELL
$143.69 - $165.7 $9,339 - $10,770
-65 Reduced 2.89%
2,186 $361,000
Q3 2023

Oct 13, 2023
SELL
$151.73 - $163.56 $25,642 - $27,641
-169 Reduced 6.98%
2,251 $341,000
Q2 2023

Jul 25, 2023
SELL
$148.55 - $157.83 $5,942 - $6,313
-40 Reduced 1.63%
2,420 $381,000
Q1 2023

Apr 20, 2023
SELL
$145.2 - $161.56 $236,095 - $262,696
-1,626 Reduced 39.79%
2,460 $374,000
Q4 2022

Feb 02, 2023
SELL
$136.78 - $158.99 $17,371 - $20,191
-127 Reduced 3.01%
4,086 $619,000
Q3 2022

Oct 18, 2022
SELL
$135.99 - $161.15 $18,902 - $22,399
-139 Reduced 3.19%
4,213 $573,000
Q2 2022

Jul 25, 2022
BUY
$140.99 - $168.41 $97,706 - $116,708
693 Added 18.94%
4,352 $631,000
Q1 2022

Apr 29, 2022
BUY
$157.15 - $170.51 $48,716 - $52,858
310 Added 9.26%
3,659 $607,000
Q3 2021

Nov 15, 2021
SELL
$154.62 - $164.07 $79,783 - $84,660
-516 Reduced 13.35%
3,349 $524,000
Q2 2021

Jul 21, 2021
BUY
$152.86 - $162.4 $49,220 - $52,292
322 Added 9.09%
3,865 $613,000
Q4 2020

Feb 01, 2021
BUY
$115.84 - $136.73 $410,421 - $484,434
3,543 New
3,543 $484,000
Q1 2020

Apr 29, 2020
SELL
$85.17 - $138.52 $21,633 - $35,184
-254 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
$123.85 - $136.67 $31,457 - $34,714
254 New
254 $35,000

Others Institutions Holding IWD

# of Institutions
1,984
Shares Held
268M
Call Options Held
401K
Put Options Held
5.29M
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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