Rmr Wealth Builders Ishares Russell 1000 Val ETF Transaction History

Rmr Wealth Builders

$1.08 Billion
Q2 2025

A detailed history of Rmr Wealth Builders transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Rmr Wealth Builders holds 137,894 shares of IWD stock, worth $27 Million. This represents 2.48% of its overall portfolio holdings.

Number of Shares

137,894

Previous 136,351 1.13%

Holding current value

$27 Million

Previous $25.4 Million 5.45%

% of portfolio

2.48%

Previous 2.71%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	BUY	$166.82 - $194.23 $257,403 - $299,696	1,543 Added 1.13%	137,894 $26.8 Million
Q1 2025 Apr 16, 2025	SELL	$182.82 - $196.21 $195,068 - $209,356	-1,067 Reduced 0.78%	136,351 $25.4 Million
Q4 2024 Jan 10, 2025	BUY	$183.23 - $199.79 $355,466 - $387,592	1,940 Added 1.43%	137,418 $25.4 Million
Q3 2024 Oct 21, 2024	SELL	$173.36 - $189.8 $82,519 - $90,344	-476 Reduced 0.35%	135,478 $25.7 Million
Q2 2024 Jul 23, 2024	SELL	$169.4 - $179.05 $99,099 - $104,744	-585 Reduced 0.43%	135,954 $23.7 Million
Q1 2024 Apr 15, 2024	BUY	$161.84 - $179.11 $84,318 - $93,316	521 Added 0.38%	136,539 $24.5 Million
Q4 2023 Feb 06, 2024	BUY	$143.69 - $165.7 $1.28 Million - $1.48 Million	8,913 Added 7.01%	136,018 $22.5 Million
Q3 2023 Oct 23, 2023	BUY	$151.73 - $163.56 $588,105 - $633,958	3,876 Added 3.15%	127,105 $19.3 Million
Q2 2023 Jul 21, 2023	BUY	$148.55 - $157.83 $760,873 - $808,405	5,122 Added 4.34%	123,229 $19.4 Million
Q1 2023 Apr 11, 2023	BUY	$145.2 - $161.56 $88,572 - $98,551	610 Added 0.52%	118,107 $18 Million
Q4 2022 Feb 02, 2023	BUY	$136.78 - $158.99 $998,630 - $1.16 Million	7,301 Added 6.63%	117,497 $17.8 Million
Q3 2022 Nov 08, 2022	BUY	$135.99 - $161.15 $105,800 - $125,374	778 Added 0.71%	110,196 $15 Million
Q2 2022 Aug 02, 2022	BUY	$140.99 - $168.41 $21,712 - $25,935	154 Added 0.14%	109,418 $15.9 Million
Q1 2022 May 13, 2022	BUY	$157.15 - $170.51 $313,514 - $340,167	1,995 Added 1.86%	109,264 $18.1 Million
Q4 2021 Feb 02, 2022	SELL	$157.12 - $168.08 $15.4 Million - $16.5 Million	-98,151 Reduced 47.78%	107,269 $18 Million
Q3 2021 Oct 18, 2021	BUY	$154.62 - $164.07 $4.87 Million - $5.17 Million	31,493 Added 18.11%	205,420 $32.2 Million
Q2 2021 Aug 16, 2021	SELL	$152.86 - $162.4 $9.41 Million - $9.99 Million	-61,536 Reduced 26.13%	173,927 $27.6 Million
Q1 2021 May 13, 2021	BUY	$134.89 - $153.0 $19.5 Million - $22.1 Million	144,589 Added 159.11%	235,463 $35.7 Million
Q4 2020 Feb 26, 2021	BUY	$115.84 - $136.73 $10.2 Million - $12 Million	87,913 Added 2969.03%	90,874 $12.4 Million
Q4 2020 Feb 09, 2021	SELL	$115.84 - $136.73 $28 Million - $33 Million	-241,513 Reduced 98.79%	2,961 $12.4 Million
Q3 2020 Nov 13, 2020	BUY	$111.27 - $124.26 $24.1 Million - $26.9 Million	216,400 Added 770.82%	244,474 $28.9 Million
Q2 2020 Aug 19, 2020	BUY	$94.52 - $125.14 $405,963 - $537,476	4,295 Added 18.06%	28,074 $3.16 Million
Q4 2019 Mar 03, 2020	BUY	$123.85 - $136.67 $2.95 Million - $3.25 Million	23,779 New	23,779 $3.25 Million

Others Institutions Holding IWD

# of Institutions

1,911

Shares Held

277M

Call Options Held

617K

Put Options Held

5.88M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Rmr Wealth Builders Ishares Russell 1000 Val ETF Transaction History