Premier Path Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Premier Path Wealth Partners, LLC

$718 Billion
Q2 2025

A detailed history of Premier Path Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 17,884 shares of IWD stock, worth $3.62 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

17,884

Previous 20,249 11.68%

Holding current value

$3.62 Million

Previous $3.81 Billion 8.83%

% of portfolio

0.48%

Previous 0.59%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$166.82 - $194.23 $394,529 - $459,353	-2,365 Reduced 11.68%	17,884 $3.47 Billion
Q1 2025 Apr 21, 2025	SELL	$182.82 - $196.21 $2.55 Million - $2.73 Million	-13,922 Reduced 40.74%	20,249 $3.81 Billion
Q4 2024 Jan 15, 2025	BUY	$183.23 - $199.79 $2.36 Million - $2.58 Million	12,900 Added 60.65%	34,171 $6.33 Billion
Q3 2024 Oct 15, 2024	SELL	$173.36 - $189.8 $90,147 - $98,696	-520 Reduced 2.39%	21,271 $4.04 Billion
Q2 2024 Jul 24, 2024	SELL	$169.4 - $179.05 $261,384 - $276,274	-1,543 Reduced 6.61%	21,791 $3.8 Billion
Q1 2024 Apr 24, 2024	SELL	$161.84 - $179.11 $2.09 Million - $2.31 Million	-12,893 Reduced 35.59%	23,334 $4.17 Billion
Q4 2023 Jan 12, 2024	BUY	$143.69 - $165.7 $5.21 Million - $6 Million	36,227 New	36,227 $5.95 Billion

Others Institutions Holding IWD

# of Institutions

1,970

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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Premier Path Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History