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

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 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 1,092 shares of IWD stock, worth $221,151. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,092
Previous 1,368 20.18%
Holding current value
$221,151
Previous $257 Million 17.86%
% of portfolio
0.14%
Previous 0.17%

Shares

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

Aug 12, 2025
SELL
$166.82 - $194.23 $46,042 - $53,607
-276 Reduced 20.18%
1,092 $211 Million
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
1,979
Shares Held
267M
Call Options Held
722K
Put Options Held
5.49M
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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