Zrc Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Zrc Wealth Management, LLC

$231 Billion
Q1 2025

A detailed history of Zrc Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 279 shares of IWD stock, worth $52,538. This represents 0.02% of its overall portfolio holdings.

Number of Shares

279

Previous 278 0.36%

Holding current value

$52,538

Previous $51.4 Million 2.07%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$182.82 - $196.21 $182 - $196	1 Added 0.36%	279 $52.5 Million
Q4 2024 Jan 28, 2025	BUY	$183.23 - $199.79 $366 - $399	2 Added 0.72%	278 $51.4 Million
Q3 2024 Oct 04, 2024	SELL	$173.36 - $189.8 $1.87 Million - $2.05 Million	-10,788 Reduced 97.51%	276 $52.4 Million
Q2 2024 Jul 08, 2024	BUY	$169.4 - $179.05 $403,172 - $426,139	2,380 Added 27.41%	11,064 $1.93 Billion
Q1 2024 Apr 19, 2024	BUY	$161.84 - $179.11 $267,683 - $296,247	1,654 Added 23.53%	8,684 $1.56 Billion
Q4 2023 Jan 16, 2024	BUY	$143.69 - $165.7 $1.01 Million - $1.16 Million	7,030 New	7,030 $1.07 Billion

Others Institutions Holding IWD

# of Institutions

1,907

Shares Held

279M

Call Options Held

617K

Put Options Held

5.88M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Zrc Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History