Triad Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Triad Wealth Partners, LLC

  • $322 Billion
  • Q1 2025

A detailed history of Triad Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 1,536 shares of IWD stock, worth $274,560. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,536
Previous 1,681 8.63%
Holding current value
$274,560
Previous $311 Million 7.13%
% of portfolio
0.09%
Previous 0.11%

Shares

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

May 14, 2025
SELL
$182.82 - $196.21 $26,508 - $28,450
-145 Reduced 8.63%
1,536 $289 Million
Q4 2024

Feb 06, 2025
BUY
$183.23 - $199.79 $308,009 - $335,846
1,681 New
1,681 $311 Million
Q2 2024

Jul 18, 2024
BUY
$169.4 - $179.05 $24,563 - $25,962
145 New
145 $25.3 Million

Others Institutions Holding IWD

# of Institutions
1,908
Shares Held
280M
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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