Riverpoint Wealth Management Holdings, LLC Ishares Russell 1000 Val ETF Transaction History

Riverpoint Wealth Management Holdings, LLC

  • $425 Million
  • Q2 2025

A detailed history of Riverpoint Wealth Management Holdings, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Riverpoint Wealth Management Holdings, LLC holds 2,340 shares of IWD stock, worth $457,844. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,340
Previous 2,340 -0.0%
Holding current value
$457,844
Previous $440,000 3.18%
% of portfolio
0.11%
Previous 0.11%

Shares

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

May 05, 2025
SELL
$182.82 - $196.21 $2,376 - $2,550
-13 Reduced 0.55%
2,340 $440,000
Q3 2024

Nov 04, 2024
BUY
$173.36 - $189.8 $2,253 - $2,467
13 Added 0.56%
2,353 $446,000
Q3 2022

Nov 02, 2022
BUY
$135.99 - $161.15 $318,216 - $377,091
2,340 New
2,340 $318,000

Others Institutions Holding IWD

# of Institutions
1,931
Shares Held
275M
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
Track This Portfolio

Track Riverpoint Wealth Management Holdings, LLC Portfolio

Follow Riverpoint Wealth Management Holdings, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Riverpoint Wealth Management Holdings, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Riverpoint Wealth Management Holdings, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email