Wetzel Investment Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History

Wetzel Investment Advisors, Inc.

$196 Million
Q4 2024

A detailed history of Wetzel Investment Advisors, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 7,167 shares of IWD stock, worth $1.36 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

7,167

Previous 7,254 1.2%

Holding current value

$1.36 Million

Previous $1.38 Million 3.63%

% of portfolio

0.68%

Previous 0.71%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$183.23 - $199.79 $15,941 - $17,381	-87 Reduced 1.2%	7,167 $1.33 Million
Q3 2024 Oct 29, 2024	SELL	$173.36 - $189.8 $4,334 - $4,745	-25 Reduced 0.34%	7,254 $1.38 Million
Q2 2024 Aug 07, 2024	BUY	$169.4 - $179.05 $2,879 - $3,043	17 Added 0.23%	7,279 $1.27 Million
Q1 2024 Apr 23, 2024	SELL	$161.84 - $179.11 $6,149 - $6,806	-38 Reduced 0.52%	7,262 $1.3 Million
Q4 2023 Jan 31, 2024	BUY	$143.69 - $165.7 $1.05 Million - $1.21 Million	7,300 New	7,300 $1.21 Million

Others Institutions Holding IWD

# of Institutions

1,882

Shares Held

284M

Call Options Held

1.31M

Put Options Held

1.09M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Wetzel Investment Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History