Perfromance Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Perfromance Wealth Partners, LLC

  • $2.77 Billion
  • Q1 2025

A detailed history of Perfromance Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 2,491 shares of IWD stock, worth $445,266. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,491
Previous 2,938 15.21%
Holding current value
$445,266
Previous $543,000 13.81%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$182.82 - $196.21 $81,720 - $87,705
-447 Reduced 15.21%
2,491 $468,000
Q3 2024

Oct 10, 2024
BUY
$173.36 - $189.8 $210,285 - $230,227
1,213 Added 70.32%
2,938 $557,000
Q2 2024

Jul 19, 2024
SELL
$169.4 - $179.05 $50,820 - $53,715
-300 Reduced 14.81%
1,725 $300,000
Q1 2024

Apr 30, 2024
SELL
$161.84 - $179.11 $55,511 - $61,434
-343 Reduced 14.48%
2,025 $362,000
Q4 2023

Jan 22, 2024
SELL
$143.69 - $165.7 $27,732 - $31,980
-193 Reduced 7.54%
2,368 $391,000
Q2 2023

Jul 13, 2023
BUY
$148.55 - $157.83 $380,436 - $404,202
2,561 New
2,561 $404,000
Q4 2022

Jan 19, 2023
SELL
$136.78 - $158.99 $19,422 - $22,576
-142 Reduced 9.49%
1,354 $0
Q3 2022

Oct 17, 2022
BUY
$135.99 - $161.15 $11,151 - $13,214
82 Added 5.8%
1,496 $203,000
Q4 2021

Feb 03, 2022
BUY
$157.12 - $168.08 $222,167 - $237,665
1,414 New
1,414 $237,000

Others Institutions Holding IWD

# of Institutions
1,897
Shares Held
286M
Call Options Held
1.31M
Put Options Held
1.09M
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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