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

Quotient Wealth Partners, LLC

$3.65 Trillion
Q3 2025

A detailed history of Quotient Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 9,581 shares of IWD stock, worth $1.94 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

9,581

Previous 9,522 0.62%

Holding current value

$1.94 Million

Previous $1.85 Billion 5.47%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	BUY	$192.76 - $203.86 $11,372 - $12,027	59 Added 0.62%	9,581 $1.95 Billion
Q2 2025 Jul 29, 2025	SELL	$166.82 - $194.23 $6,839 - $7,963	-41 Reduced 0.43%	9,522 $1.85 Billion
Q1 2025 Apr 30, 2025	SELL	$182.82 - $196.21 $10,237 - $10,987	-56 Reduced 0.58%	9,563 $1.8 Billion
Q3 2024 Oct 09, 2024	SELL	$173.36 - $189.8 $25,657 - $28,090	-148 Reduced 1.52%	9,619 $1.83 Billion
Q2 2024 Jul 24, 2024	BUY	$169.4 - $179.05 $4,743 - $5,013	28 Added 0.29%	9,767 $1.7 Billion
Q1 2024 May 14, 2024	SELL	$161.84 - $179.11 $22,010 - $24,358	-136 Reduced 1.38%	9,739 $1.74 Billion
Q4 2023 Feb 07, 2024	BUY	$143.69 - $165.7 $1.42 Million - $1.64 Million	9,875 New	9,875 $1.63 Billion

Others Institutions Holding IWD

# of Institutions

1,948

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