Wr Wealth Planners, LLC Ishares Russell 1000 Val ETF Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 97 shares of IWD stock, worth $18,742. This represents 0.01% of its overall portfolio holdings.

Number of Shares

Previous 96 1.04%

Holding current value

$18,742

Previous $18,000 5.56%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$183.23 - $199.79 $183 - $199	1 Added 1.04%	97 $17,000
Q2 2024 Jul 31, 2024	SELL	$169.4 - $179.05 $1,355 - $1,432	-8 Reduced 7.69%	96 $16,000
Q1 2024 Jul 31, 2024	BUY	$161.84 - $179.11 $16,831 - $18,627	104 New	104 $18,000
Q3 2023 Aug 01, 2024	SELL	$151.73 - $163.56 $16,083 - $17,337	-106 Reduced 53.0%	94 $14.2 Million
Q2 2023 Aug 01, 2024	BUY	$148.55 - $157.83 $15,449 - $16,414	104 Added 108.33%	200 $31.5 Million
Q1 2023 Aug 01, 2024	SELL	$145.2 - $161.56 $435 - $484	-3 Reduced 3.13%	93 $14.2 Million
Q4 2022 Oct 10, 2024	BUY	$136.78 - $158.99 $136 - $158	1 Added 1.09%	93 $14.1 Million
Q3 2022 Oct 10, 2024	SELL	$135.99 - $161.15 $543 - $644	-4 Reduced 4.17%	92 $12.5 Million
Q2 2022 Oct 17, 2024	BUY	$140.99 - $168.41 $140 - $168	1 Added 1.1%	92 $13.3 Million
Q1 2022 Oct 17, 2024	SELL	$157.15 - $170.51 $785 - $852	-5 Reduced 5.21%	91 $15.1 Million

Others Institutions Holding IWD

# of Institutions

1,806

Shares Held

264M

Call Options Held

658K

Put Options Held

653K

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Account

Wr Wealth Planners, LLC Ishares Russell 1000 Val ETF Transaction History