Winnow Wealth LLC Ishares Russell 1000 Val ETF Transaction History

Winnow Wealth LLC

$128 Billion
Q3 2025

A detailed history of Winnow Wealth LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Winnow Wealth LLC holds 796 shares of IWD stock, worth $163,012. This represents 0.13% of its overall portfolio holdings.

Number of Shares

796

Holding current value

$163,012

% of portfolio

0.13%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$192.76 - $203.86 $153,436 - $162,272	796 New	796 $162 Million
Q2 2025 Aug 12, 2025	SELL	$166.82 - $194.23 $132,788 - $154,607	-796 Closed	0 $0
Q1 2025 Aug 26, 2025	BUY	$182.82 - $196.21 $145,524 - $156,183	796 New	796 $150 Million
Q4 2024 Aug 21, 2025	BUY	$183.23 - $199.79 $145,851 - $159,032	796 New	796 $147 Million

Others Institutions Holding IWD

# of Institutions

1,984

Shares Held

268M

Call Options Held

401K

Put Options Held

5.29M

Bank Of America Corp Charlotte, NC

49.6M
Shares

$10.2 Billion
0.71% of portfolio
Morgan Stanley New York, NY

36.4M
Shares

$7.45 Billion
0.47% of portfolio
Goldman Sachs Group Inc New York, NY

11.3M
Shares

$2.32 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

8.91M
Shares

$1.83 Billion
0.12% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

8.58M
Shares

$1.76 Billion
3.34% of portfolio

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

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