Marshall & Sterling Wealth Advisors Inc. Ishares Russell 1000 Val ETF Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 1,368 shares of IWD stock, worth $258,032. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,368
Previous 1,748 21.74%
Holding current value
$258,032
Previous $324 Million 20.44%
% of portfolio
0.17%
Previous 0.22%

Shares

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

May 15, 2025
SELL
$182.82 - $196.21 $69,471 - $74,559
-380 Reduced 21.74%
1,368 $257 Million
Q4 2024

Feb 14, 2025
BUY
$183.23 - $199.79 $320,286 - $349,232
1,748 New
1,748 $324 Million

Others Institutions Holding IWD

# of Institutions
1,907
Shares Held
279M
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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