Partners In Financial Planning Ishares Russell 1000 Val ETF Transaction History

Partners In Financial Planning

$498 Billion
Q1 2025

A detailed history of Partners In Financial Planning transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Partners In Financial Planning holds 4,150 shares of IWD stock, worth $741,812. This represents 0.16% of its overall portfolio holdings.

Number of Shares

4,150

Previous 4,149 0.02%

Holding current value

$741,812

Previous $768 Million 1.66%

% of portfolio

0.16%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$182.82 - $196.21 $182 - $196	1 Added 0.02%	4,150 $781 Million
Q4 2024 Feb 12, 2025	BUY	$183.23 - $199.79 $760,221 - $828,928	4,149 New	4,149 $768 Million
Q3 2022 May 05, 2025	BUY	$135.99 - $161.15 $159,516 - $189,028	1,173 Added 39.42%	4,149 $642 Million
Q2 2022 May 05, 2025	BUY	$140.99 - $168.41 $419,586 - $501,188	2,976 New	2,976 $460 Million
Q1 2022 May 05, 2025	SELL	$157.15 - $170.51 $425,876 - $462,082	-2,710 Closed	0 $0
Q4 2021 May 05, 2025	SELL	$157.12 - $168.08 $226,252 - $242,035	-1,440 Reduced 34.7%	2,710 $444 Million
Q2 2021 May 05, 2025	SELL	$152.86 - $162.4 $220,118 - $233,856	-1,440 Reduced 34.7%	2,710 $430 Million

Others Institutions Holding IWD

# of Institutions

1,908

Shares Held

280M

Call Options Held

617K

Put Options Held

5.88M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
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Partners In Financial Planning Ishares Russell 1000 Val ETF Transaction History