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

Tcfg Wealth Management, LLC

  • $221 Billion
  • Q2 2025

A detailed history of Tcfg Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 2,634 shares of IWD stock, worth $515,368. This represents 0.23% of its overall portfolio holdings.

Number of Shares
2,634
Previous 1,327 98.49%
Holding current value
$515,368
Previous $250 Million 104.9%
% of portfolio
0.23%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$166.82 - $194.23 $218,033 - $253,858
1,307 Added 98.49%
2,634 $512 Million
Q1 2025

Apr 16, 2025
BUY
$182.82 - $196.21 $242,602 - $260,370
1,327 New
1,327 $250 Million

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
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