Waterfront Wealth Inc. Ishares Russell 1000 Val ETF Transaction History

Waterfront Wealth Inc.

  • $408 Million
  • Q1 2025

A detailed history of Waterfront Wealth Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Waterfront Wealth Inc. holds 3,525 shares of IWD stock, worth $691,464. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,525
Previous 3,525 -0.0%
Holding current value
$691,464
Previous $652,000 1.69%
% of portfolio
0.16%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$183.23 - $199.79 $1,099 - $1,198
6 Added 0.17%
3,525 $652,000
Q3 2024

Oct 31, 2024
BUY
$173.36 - $189.8 $32,071 - $35,113
185 Added 5.55%
3,519 $667,000
Q1 2022

May 13, 2022
SELL
$157.15 - $170.51 $30,644 - $33,249
-195 Reduced 5.53%
3,334 $555,000
Q4 2021

Feb 14, 2022
BUY
$157.12 - $168.08 $30,638 - $32,775
195 Added 5.85%
3,529 $593,000
Q4 2020

Feb 16, 2021
BUY
$115.84 - $136.73 $386,210 - $455,857
3,334 New
3,334 $456,000

Others Institutions Holding IWD

# of Institutions
1,907
Shares Held
279M
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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