Wealthspan Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Wealthspan Partners, LLC

  • $204 Million
  • Q4 2024

A detailed history of Wealthspan Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Wealthspan Partners, LLC holds 21,051 shares of IWD stock, worth $4.09 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares
21,051
Previous 21,471 1.96%
Holding current value
$4.09 Million
Previous $4.08 Million 4.37%
% of portfolio
1.91%
Previous 2.06%

Shares

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

Jan 24, 2025
SELL
$183.23 - $199.79 $76,956 - $83,911
-420 Reduced 1.96%
21,051 $3.9 Million
Q3 2024

Nov 04, 2024
SELL
$173.36 - $189.8 $46,287 - $50,676
-267 Reduced 1.23%
21,471 $4.08 Million
Q2 2024

Jul 19, 2024
SELL
$169.4 - $179.05 $34,388 - $36,347
-203 Reduced 0.93%
21,738 $3.79 Million
Q1 2024

Apr 29, 2024
SELL
$161.84 - $179.11 $50,979 - $56,419
-315 Reduced 1.42%
21,941 $3.93 Million
Q4 2023

Jan 29, 2024
SELL
$143.69 - $165.7 $35,778 - $41,259
-249 Reduced 1.11%
22,256 $3.68 Million
Q3 2023

Nov 01, 2023
BUY
$151.73 - $163.56 $11,834 - $12,757
78 Added 0.35%
22,505 $3.42 Million
Q2 2023

Aug 08, 2023
BUY
$148.55 - $157.83 $67,887 - $72,128
457 Added 2.08%
22,427 $3.54 Million
Q1 2023

Apr 21, 2023
BUY
$145.2 - $161.56 $28,749 - $31,988
198 Added 0.91%
21,970 $3.35 Million
Q4 2022

Feb 13, 2023
SELL
$136.78 - $158.99 $60,183 - $69,955
-440 Reduced 1.98%
21,772 $3.3 Million
Q3 2022

Nov 14, 2022
SELL
$135.99 - $161.15 $2,311 - $2,739
-17 Reduced 0.08%
22,212 $3.02 Million
Q2 2022

Aug 11, 2022
SELL
$140.99 - $168.41 $3,665 - $4,378
-26 Reduced 0.12%
22,229 $3.22 Million
Q1 2022

May 12, 2022
BUY
$157.15 - $170.51 $123,677 - $134,191
787 Added 3.67%
22,255 $3.69 Million
Q4 2021

Feb 15, 2022
BUY
$157.12 - $168.08 $3.37 Million - $3.61 Million
21,468 New
21,468 $3.61 Million

Others Institutions Holding IWD

# of Institutions
1,878
Shares Held
284M
Call Options Held
1.31M
Put Options Held
1.09M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Wealthspan Partners, LLC Portfolio

Follow Wealthspan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email