Weatherly Asset Management L. P. Ishares Russell 1000 Val ETF Transaction History

Weatherly Asset Management L. P.

  • $1.2 Billion
  • Q3 2025

A detailed history of Weatherly Asset Management L. P. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Weatherly Asset Management L. P. holds 2,128 shares of IWD stock, worth $430,962. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,128
Previous 2,128 -0.0%
Holding current value
$430,962
Previous $413,000 4.84%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 10, 2023
SELL
$136.78 - $158.99 $179,181 - $208,276
-1,310 Reduced 38.1%
2,128 $0
Q2 2022

Jul 18, 2022
SELL
$140.99 - $168.41 $48,077 - $57,427
-341 Reduced 9.02%
3,438 $498,000
Q3 2020

Oct 30, 2020
SELL
$111.27 - $124.26 $3,338 - $3,727
-30 Reduced 0.79%
3,779 $446,000
Q2 2019

Jul 31, 2019
SELL
N/A
-893 Reduced 18.99%
3,809 $485,000
Q2 2018

Jul 31, 2018
BUY
N/A
787 Added 20.1%
4,702 $571,000
Q3 2017

Oct 20, 2017
BUY
N/A
3,915
3,915 $464,000

Others Institutions Holding IWD

# of Institutions
1,963
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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