Total Wealth Planning, LLC Ishares Russell 1000 Val ETF Transaction History

Total Wealth Planning, LLC

  • $812 Million
  • Q3 2025

A detailed history of Total Wealth Planning, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Total Wealth Planning, LLC holds 30,910 shares of IWD stock, worth $6.33 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
30,910
Previous 23,810 29.82%
Holding current value
$6.33 Million
Previous $4.62 Million 36.07%
% of portfolio
0.77%
Previous 0.62%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$192.76 - $203.86 $1.37 Million - $1.45 Million
7,100 Added 29.82%
30,910 $6.29 Million
Q2 2025

Jul 15, 2025
BUY
$166.82 - $194.23 $3.7 Million - $4.31 Million
22,175 Added 1356.27%
23,810 $4.62 Million
Q4 2023

Feb 05, 2024
BUY
$143.69 - $165.7 $234,933 - $270,919
1,635 New
1,635 $270,000
Q2 2022

Aug 01, 2022
SELL
$140.99 - $168.41 $210,357 - $251,267
-1,492 Closed
0 $0
Q1 2022

May 13, 2022
BUY
$157.15 - $170.51 $234,467 - $254,400
1,492 New
1,492 $248,000

Others Institutions Holding IWD

# of Institutions
1,993
Shares Held
265M
Call Options Held
342K
Put Options Held
5.28M
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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