World Equity Group, Inc. Ishares Russell 1000 Val ETF Transaction History

World Equity Group, Inc.

$367 Billion
Q2 2025

A detailed history of World Equity Group, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, World Equity Group, Inc. holds 2,167 shares of IWD stock, worth $425,078. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,167

Previous 1,680 28.99%

Holding current value

$425,078

Previous $316 Million 33.15%

% of portfolio

0.11%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$166.82 - $194.23 $81,241 - $94,590	487 Added 28.99%	2,167 $421 Million
Q1 2025 Apr 22, 2025	SELL	$182.82 - $196.21 $271,304 - $291,175	-1,484 Reduced 46.9%	1,680 $316 Million
Q4 2024 Feb 04, 2025	BUY	$183.23 - $199.79 $289,869 - $316,067	1,582 Added 100.0%	3,164 $586 Million
Q3 2024 Oct 29, 2024	BUY	$173.36 - $189.8 $34,151 - $37,390	197 Added 14.22%	1,582 $300 Million
Q2 2024 Jul 18, 2024	BUY	$169.4 - $179.05 $14,737 - $15,577	87 Added 6.7%	1,385 $242 Million
Q1 2024 Jul 18, 2024	BUY	$161.84 - $179.11 $210,068 - $232,484	1,298 New	1,298 $232 Million
Q3 2023 Jul 22, 2024	BUY	$151.73 - $163.56 $8,041 - $8,668	53 Added 3.83%	1,438 $218 Million

Others Institutions Holding IWD

# of Institutions

1,911

Shares Held

277M

Call Options Held

617K

Put Options Held

5.88M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
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World Equity Group, Inc. Ishares Russell 1000 Val ETF Transaction History