Journey Strategic Wealth LLC Ishares Russell 1000 Val ETF Transaction History

Journey Strategic Wealth LLC

$3.03 Billion
Q2 2025

A detailed history of Journey Strategic Wealth LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 5,731 shares of IWD stock, worth $1.16 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,731

Previous 10,379 44.78%

Holding current value

$1.16 Million

Previous $1.95 Million 42.98%

% of portfolio

0.04%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$166.82 - $194.23 $775,379 - $902,781	-4,648 Reduced 44.78%	5,731 $1.11 Million
Q1 2025 May 06, 2025	BUY	$182.82 - $196.21 $798,374 - $856,849	4,367 Added 72.64%	10,379 $1.95 Million
Q4 2024 Jan 24, 2025	BUY	$183.23 - $199.79 $226,838 - $247,340	1,238 Added 25.93%	6,012 $1.11 Million
Q3 2024 Nov 12, 2024	SELL	$173.36 - $189.8 $314,301 - $344,107	-1,813 Reduced 27.52%	4,774 $906,000
Q2 2024 Aug 14, 2024	BUY	$169.4 - $179.05 $790,759 - $835,805	4,668 Added 243.25%	6,587 $1.15 Million
Q1 2024 May 13, 2024	BUY	$161.84 - $179.11 $310,570 - $343,712	1,919 New	1,919 $343,000
Q3 2022 Nov 14, 2022	BUY	$135.99 - $161.15 $8,159 - $9,669	60 Added 2.65%	2,321 $316,000
Q2 2022 Aug 15, 2022	BUY	$140.99 - $168.41 $318,778 - $380,775	2,261 New	2,261 $328,000

Others Institutions Holding IWD

# of Institutions

1,970

Shares Held

267M

Call Options Held

722K

Put Options Held

5.49M

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About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

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Journey Strategic Wealth LLC Ishares Russell 1000 Val ETF Transaction History