Moran Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Moran Wealth Management, LLC

$3.16 Billion
Q3 2025

A detailed history of Moran Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Moran Wealth Management, LLC holds 65,120 shares of IWD stock, worth $13.2 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

65,120

Previous 1,417 4495.62%

Holding current value

$13.2 Million

Previous $275,000 4720.73%

% of portfolio

0.42%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$192.76 - $203.86 $12.3 Million - $13 Million	63,703 Added 4495.62%	65,120 $13.3 Million
Q2 2025 Jul 28, 2025	BUY	$166.82 - $194.23 $236,383 - $275,223	1,417 New	1,417 $275,000
Q4 2024 Feb 07, 2025	BUY	$183.23 - $199.79 $4.3 Million - $4.69 Million	23,456 New	23,456 $4.34 Million
Q1 2024 May 15, 2024	SELL	$161.84 - $179.11 $500,409 - $553,808	-3,092 Reduced 70.67%	1,283 $229,000
Q4 2023 Feb 07, 2024	BUY	$143.69 - $165.7 $628,643 - $724,937	4,375 New	4,375 $722,000
Q1 2023 May 10, 2023	SELL	$145.2 - $161.56 $759,395 - $844,958	-5,230 Reduced 74.67%	1,774 $270,000
Q4 2022 Feb 13, 2023	BUY	$136.78 - $158.99 $958,007 - $1.11 Million	7,004 New	7,004 $0

Others Institutions Holding IWD

# of Institutions

1,972

Shares Held

267M

Call Options Held

722K

Put Options Held

5.49M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Moran Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History