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 5,216 shares of IWD stock, worth $1.03 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
5,216
Previous 981,443 99.47%
Holding current value
$1.03 Million
Previous $5.22 Million 19323.01%
% of portfolio
0.76%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025

SELL
$166.82 - $194.23 $163 Million - $190 Million
-976,227 Reduced 99.47%
5,216 $1.01 Billion
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
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