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

Jp Wealth Management, Inc.

  • $134 Billion
  • Q2 2025

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

# of Institutions
1,917
Shares Held
276M
Call Options Held
617K
Put Options Held
5.88M
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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