A detailed history of Jp Wealth Management, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Jp Wealth Management, Inc. holds 981,443 shares of IWD stock, worth $175 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
981,443
Previous 5,216 18716.01%
Holding current value
$175 Million
Previous $966 Million 99.46%
% of portfolio
0.0%
Previous 0.71%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 18, 2025

BUY
$182.82 - $196.21 $178 Million - $192 Million
976,227 Added 18716.01%
981,443 $5.22 Million
Q4 2024

Jan 24, 2025

BUY
$183.23 - $199.79 $955,727 - $1.04 Million
5,216 New
5,216 $966 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Jp Wealth Management, Inc. Portfolio

Follow Jp Wealth Management, Inc. 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 Jp Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jp Wealth Management, Inc. with notifications on news.