Mbl Wealth, LLC Ishares Russell 1000 Val ETF Transaction History

Mbl Wealth, LLC

$923 Million
Q1 2025

A detailed history of Mbl Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Mbl Wealth, LLC holds 1,834 shares of IWD stock, worth $345,360. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,834

Previous 1,844 0.54%

Holding current value

$345,360

Previous $341,000 1.17%

% of portfolio

0.04%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	SELL	$182.82 - $196.21 $1,828 - $1,962	-10 Reduced 0.54%	1,834 $345,000
Q2 2023 Jul 17, 2023	SELL	$148.55 - $157.83 $22,282 - $23,674	-150 Reduced 7.52%	1,844 $291,000
Q1 2023 Apr 11, 2023	SELL	$145.2 - $161.56 $3,629 - $4,039	-25 Reduced 1.24%	1,994 $303,000
Q4 2022 Jan 12, 2023	SELL	$136.78 - $158.99 $6,565 - $7,631	-48 Reduced 2.32%	2,019 $306,000
Q3 2022 Jan 12, 2023	BUY	$135.99 - $161.15 $30,325 - $35,936	223 Added 12.09%	2,067 $281,000
Q1 2022 May 02, 2022	BUY	$157.15 - $170.51 $289,784 - $314,420	1,844 New	1,844 $306,000
Q3 2021 Oct 25, 2021	SELL	$154.62 - $164.07 $287,438 - $305,006	-1,859 Closed	0 $0
Q1 2021 May 27, 2021	SELL	$134.89 - $153.0 $4,046 - $4,590	-30 Reduced 1.59%	1,859 $282,000
Q4 2020 Feb 16, 2021	BUY	$115.84 - $136.73 $218,821 - $258,282	1,889 New	1,889 $258,000

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

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

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