Serenus Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Serenus Wealth Advisors, LLC

  • $591 Billion
  • Q2 2025

A detailed history of Serenus Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Serenus Wealth Advisors, LLC holds 19,737 shares of IWD stock, worth $4 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
19,737
Previous 19,737 -0.0%
Holding current value
$4 Million
Previous $3.71 Billion 3.23%
% of portfolio
0.65%
Previous 0.62%

Shares

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

May 07, 2025
BUY
$182.82 - $196.21 $1.18 Million - $1.27 Million
6,456 Added 48.61%
19,737 $3.71 Billion
Q4 2024

Jan 28, 2025
BUY
$183.23 - $199.79 $2.43 Million - $2.65 Million
13,281 New
13,281 $2.46 Billion

Others Institutions Holding IWD

# of Institutions
1,957
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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