Twelve Points Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History

Twelve Points Wealth Management LLC

  • $391 Million
  • Q3 2025

A detailed history of Twelve Points Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Twelve Points Wealth Management LLC holds 1,062 shares of IWD stock, worth $215,076. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,062
Previous 1,066 0.38%
Holding current value
$215,076
Previous $207,000 4.35%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 22, 2025
SELL
$192.76 - $203.86 $771 - $815
-4 Reduced 0.38%
1,062 $216,000
Q1 2025

Apr 30, 2025
BUY
$182.82 - $196.21 $194,886 - $209,159
1,066 New
1,066 $200,000
Q3 2024

Oct 16, 2024
BUY
$173.36 - $189.8 $184,801 - $202,326
1,066 New
1,066 $202,000

Others Institutions Holding IWD

# of Institutions
1,979
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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