Pur Efi Wealth, LLC Ishares Russell 1000 Val ETF Transaction History

Pur Efi Wealth, LLC

  • $130 Billion
  • Q3 2025

A detailed history of Pur Efi Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Pur Efi Wealth, LLC holds 2,582 shares of IWD stock, worth $522,906. This represents 0.4% of its overall portfolio holdings.

Number of Shares
2,582
Previous 2,705 4.55%
Holding current value
$522,906
Previous $525 Million 0.05%
% of portfolio
0.4%
Previous 0.42%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$192.76 - $203.86 $23,709 - $25,074
-123 Reduced 4.55%
2,582 $526 Million
Q1 2025

Apr 21, 2025
BUY
$182.82 - $196.21 $157,042 - $168,544
859 Added 46.53%
2,705 $509 Million
Q4 2024

Jan 30, 2025
BUY
$183.23 - $199.79 $338,242 - $368,812
1,846 New
1,846 $342 Million

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

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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