Sendero Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Sendero Wealth Management, LLC

$648 Million
Q1 2025

A detailed history of Sendero Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Sendero Wealth Management, LLC holds 5,693 shares of IWD stock, worth $1.07 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

5,693

Previous 15,309 62.81%

Holding current value

$1.07 Million

Previous $2.83 Million 62.6%

% of portfolio

0.16%

Previous 0.45%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$182.82 - $196.21 $1.76 Million - $1.89 Million	-9,616 Reduced 62.81%	5,693 $1.06 Million
Q4 2024 Jan 14, 2025	BUY	$183.23 - $199.79 $1.76 Million - $1.92 Million	9,616 Added 168.91%	15,309 $2.83 Million
Q2 2024 Jul 12, 2024	SELL	$169.4 - $179.05 $8,978 - $9,489	-53 Reduced 0.92%	5,693 $993,000
Q1 2024 Apr 16, 2024	SELL	$161.84 - $179.11 $3,236 - $3,582	-20 Reduced 0.35%	5,746 $1.03 Million
Q4 2023 Jan 17, 2024	BUY	$143.69 - $165.7 $10,489 - $12,096	73 Added 1.28%	5,766 $952,000
Q2 2023 Jul 20, 2023	BUY	$148.55 - $157.83 $845,695 - $898,526	5,693 New	5,693 $898,000

Others Institutions Holding IWD

# of Institutions

1,907

Shares Held

279M

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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Sendero Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History