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

Total Wealth Planning, LLC

  • $744 Million
  • Q2 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 23,810 shares of IWD stock, worth $4.89 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
23,810
Previous 1,635 1356.27%
Holding current value
$4.89 Million
Previous $304,000 1421.05%
% of portfolio
0.62%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,946
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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