Wbh Advisory Inc Ishares Russell 1000 Val ETF Transaction History

Wbh Advisory Inc

  • $1.24 Billion
  • Q3 2025

A detailed history of Wbh Advisory Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Wbh Advisory Inc holds 3,234 shares of IWD stock, worth $662,290. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,234
Previous 3,234 -0.0%
Holding current value
$662,290
Previous $628,000 4.78%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$166.82 - $194.23 $343,148 - $399,531
2,057 Added 174.77%
3,234 $628,000
Q1 2025

May 09, 2025
SELL
$182.82 - $196.21 $548 - $588
-3 Reduced 0.25%
1,177 $221,000
Q3 2024

Oct 15, 2024
SELL
$173.36 - $189.8 $346 - $379
-2 Reduced 0.17%
1,180 $223,000
Q2 2024

Jul 11, 2024
SELL
$169.4 - $179.05 $169 - $179
-1 Reduced 0.08%
1,182 $206,000
Q1 2024

Apr 16, 2024
BUY
$161.84 - $179.11 $191,456 - $211,887
1,183 New
1,183 $211,000

Others Institutions Holding IWD

# of Institutions
2,000
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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