Opal Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Opal Wealth Advisors, LLC

  • $348 Million
  • Q2 2025

A detailed history of Opal Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 223 shares of IWD stock, worth $45,186. This represents 0.01% of its overall portfolio holdings.

Number of Shares
223
Holding current value
$45,186
% of portfolio
0.01%

Shares

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

Jul 14, 2025
BUY
$166.82 - $194.23 $37,200 - $43,313
223 New
223 $43,000
Q4 2024

Jan 28, 2025
BUY
$183.23 - $199.79 $929,892 - $1.01 Million
5,075 New
5,075 $939,000
Q2 2024

Jul 12, 2024
BUY
$169.4 - $179.05 $27,273 - $28,827
161 New
161 $28,000
Q4 2023

Jan 19, 2024
BUY
$143.69 - $165.7 $511,249 - $589,560
3,558 New
3,558 $587,000

Others Institutions Holding IWD

# of Institutions
1,947
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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