Wingate Wealth Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History

Wingate Wealth Advisors, Inc.

  • $144 Billion
  • Q3 2025

A detailed history of Wingate Wealth Advisors, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 1,018 shares of IWD stock, worth $206,165. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,018
Holding current value
$206,165
% of portfolio
0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$192.76 - $203.86 $196,229 - $207,529
1,018 New
1,018 $207 Million
Q4 2024

Jan 28, 2025
BUY
$183.23 - $199.79 $169,670 - $185,005
926 New
926 $171 Million

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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