Potentia Wealth Ishares Russell 1000 Val ETF Transaction History

Potentia Wealth

  • $213 Billion
  • Q1 2025

A detailed history of Potentia Wealth transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Potentia Wealth holds 27,355 shares of IWD stock, worth $5.24 Million. This represents 2.41% of its overall portfolio holdings.

Number of Shares
27,355
Previous 22,066 23.97%
Holding current value
$5.24 Million
Previous $4.09 Billion 26.0%
% of portfolio
2.41%
Previous 1.82%

Shares

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

May 09, 2025
BUY
$182.82 - $196.21 $966,934 - $1.04 Million
5,289 Added 23.97%
27,355 $5.15 Billion
Q4 2024

Feb 11, 2025
BUY
$183.23 - $199.79 $4.04 Million - $4.41 Million
22,066 New
22,066 $4.09 Billion

Others Institutions Holding IWD

# of Institutions
1,907
Shares Held
279M
Call Options Held
617K
Put Options Held
5.88M
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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