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

Integris Wealth Management, LLC

  • $383 Billion
  • Q2 2025

A detailed history of Integris Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Integris Wealth Management, LLC holds 1,900 shares of IWD stock, worth $384,997. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,900
Previous 1,900 -0.0%
Holding current value
$384,997
Previous $358 Million 3.23%
% of portfolio
0.1%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023
SELL
$151.73 - $163.56 $10,924 - $11,776
-72 Reduced 3.65%
1,900 $288 Million
Q2 2023

Jul 13, 2023
BUY
$148.55 - $157.83 $10,695 - $11,363
72 Added 3.79%
1,972 $311 Million
Q1 2023

May 15, 2023
BUY
$145.2 - $161.56 $275,880 - $306,964
1,900 New
1,900 $289 Million

Others Institutions Holding IWD

# of Institutions
1,947
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
Track This Portfolio

Track Integris Wealth Management, LLC Portfolio

Follow Integris 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 Integris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email