Mission Wealth Management, LP Ishares Russell 1000 Val ETF Transaction History

Mission Wealth Management, LP

  • $4.95 Billion
  • Q3 2025

A detailed history of Mission Wealth Management, LP transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Mission Wealth Management, LP holds 228,418 shares of IWD stock, worth $46.8 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
228,418
Previous 235,130 2.85%
Holding current value
$46.8 Million
Previous $45.7 Million 1.83%
% of portfolio
0.94%
Previous 0.99%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$192.76 - $203.86 $1.29 Million - $1.37 Million
-6,712 Reduced 2.85%
228,418 $46.5 Million
Q2 2025

Aug 05, 2025
BUY
$166.82 - $194.23 $4.66 Million - $5.42 Million
27,919 Added 13.47%
235,130 $45.7 Million
Q1 2025

Apr 17, 2025
BUY
$182.82 - $196.21 $3.91 Million - $4.19 Million
21,377 Added 11.5%
207,211 $38.6 Million
Q4 2024

Feb 06, 2025
BUY
$183.23 - $199.79 $931,174 - $1.02 Million
5,082 Added 2.81%
185,834 $34.4 Million
Q3 2024

Oct 31, 2024
SELL
$173.36 - $189.8 $388,673 - $425,531
-2,242 Reduced 1.23%
180,752 $34.3 Million
Q2 2024

Aug 02, 2024
SELL
$169.4 - $179.05 $3.19 Million - $3.37 Million
-18,837 Reduced 9.33%
182,994 $31.9 Million
Q1 2024

Apr 30, 2024
BUY
$161.84 - $179.11 $1.09 Million - $1.2 Million
6,706 Added 3.44%
201,831 $36.1 Million
Q4 2023

Feb 05, 2024
BUY
$143.69 - $165.7 $8.36 Million - $9.64 Million
58,181 Added 42.49%
195,125 $32.2 Million
Q3 2023

Oct 23, 2023
SELL
$151.73 - $163.56 $804,775 - $867,522
-5,304 Reduced 3.73%
136,944 $20.8 Million
Q2 2023

Aug 04, 2023
SELL
$148.55 - $157.83 $1.13 Million - $1.2 Million
-7,608 Reduced 5.08%
142,248 $22.5 Million
Q1 2023

Apr 07, 2023
SELL
$145.2 - $161.56 $674,308 - $750,284
-4,644 Reduced 3.01%
149,856 $22.8 Million
Q4 2022

Feb 02, 2023
BUY
$136.78 - $158.99 $9.25 Million - $10.8 Million
67,648 Added 77.89%
154,500 $23.4 Million
Q3 2022

Oct 12, 2022
BUY
$135.99 - $161.15 $5.21 Million - $6.18 Million
38,322 Added 78.97%
86,852 $11.8 Million
Q2 2022

Jul 27, 2022
BUY
$140.99 - $168.41 $3.83 Million - $4.57 Million
27,149 Added 126.98%
48,530 $7.04 Million
Q1 2022

Apr 25, 2022
BUY
$157.15 - $170.51 $622,156 - $675,049
3,959 Added 22.72%
21,381 $3.55 Million
Q4 2021

Feb 11, 2022
BUY
$157.12 - $168.08 $186,187 - $199,174
1,185 Added 7.3%
17,422 $2.93 Million
Q3 2021

Nov 05, 2021
SELL
$154.62 - $164.07 $56,590 - $60,049
-366 Reduced 2.2%
16,237 $2.54 Million
Q2 2021

Aug 10, 2021
BUY
$152.86 - $162.4 $31,794 - $33,779
208 Added 1.27%
16,603 $2.63 Million
Q1 2021

May 10, 2021
BUY
$134.89 - $153.0 $104,135 - $118,116
772 Added 4.94%
16,395 $2.49 Million
Q4 2020

Jan 19, 2021
BUY
$115.84 - $136.73 $62,090 - $73,287
536 Added 3.55%
15,623 $2.14 Million
Q3 2020

Oct 16, 2020
SELL
$111.27 - $124.26 $11,460 - $12,798
-103 Reduced 0.68%
15,087 $1.78 Million
Q2 2020

Aug 03, 2020
SELL
$94.52 - $125.14 $528,933 - $700,283
-5,596 Reduced 26.92%
15,190 $1.71 Million
Q1 2020

Apr 10, 2020
SELL
$85.17 - $138.52 $629,917 - $1.02 Million
-7,396 Reduced 26.24%
20,786 $2.06 Million
Q4 2019

Jan 21, 2020
BUY
$123.85 - $136.67 $80,254 - $88,562
648 Added 2.35%
28,182 $3.85 Million
Q3 2019

Oct 16, 2019
BUY
$127.92 - $130.25 $97,219 - $98,990
760 Added 2.84%
27,534 $3.53 Million
Q2 2019

Aug 09, 2019
BUY
N/A
5,132 Added 23.71%
26,774 $3.41 Million
Q1 2019

May 14, 2019
BUY
N/A
200 Added 0.93%
21,642 $2.67 Million
Q4 2018

Feb 08, 2019
SELL
N/A
-1,208 Reduced 5.33%
21,442 $2.38 Million
Q3 2018

Nov 01, 2018
BUY
N/A
414 Added 1.86%
22,650 $2.87 Million
Q2 2018

Aug 08, 2018
BUY
N/A
743 Added 3.46%
22,236 $2.7 Million
Q1 2018

May 04, 2018
SELL
N/A
-1,430 Reduced 6.24%
21,493 $2.58 Million
Q4 2017

Feb 09, 2018
SELL
N/A
-79 Reduced 0.34%
22,923 $2.85 Million
Q3 2017

Nov 13, 2017
SELL
N/A
-84 Reduced 0.36%
23,002 $2.73 Million
Q2 2017

Aug 11, 2017
BUY
N/A
23,086
23,086 $2.69 Million

Others Institutions Holding IWD

# of Institutions
1,996
Shares Held
265M
Call Options Held
342K
Put Options Held
5.28M
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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