Jamison Private Wealth Management, Inc. Ishares Russell 1000 Val ETF Transaction History

Jamison Private Wealth Management, Inc.

  • $789 Billion
  • Q3 2025

A detailed history of Jamison Private Wealth Management, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 1,824 shares of IWD stock, worth $369,396. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,824
Previous 1,890 3.49%
Holding current value
$369,396
Previous $367 Million 1.13%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 14, 2025
SELL
$192.76 - $203.86 $12,722 - $13,454
-66 Reduced 3.49%
1,824 $371 Million
Q2 2025

Jul 22, 2025
BUY
$166.82 - $194.23 $52,881 - $61,570
317 Added 20.15%
1,890 $367 Million
Q1 2024

Apr 26, 2024
BUY
$161.84 - $179.11 $254,574 - $281,740
1,573 New
1,573 $282 Million

Others Institutions Holding IWD

# of Institutions
1,974
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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