Serenus Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Serenus Wealth Advisors, LLC

  • $585 Billion
  • Q3 2025

A detailed history of Serenus Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Serenus Wealth Advisors, LLC holds 19,537 shares of IWD stock, worth $4 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
19,537
Previous 19,737 1.01%
Holding current value
$4 Million
Previous $3.83 Billion 3.76%
% of portfolio
0.68%
Previous 0.65%

Shares

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

Nov 07, 2025
SELL
$192.76 - $203.86 $38,552 - $40,772
-200 Reduced 1.01%
19,537 $3.98 Billion
Q1 2025

May 07, 2025
BUY
$182.82 - $196.21 $1.18 Million - $1.27 Million
6,456 Added 48.61%
19,737 $3.71 Billion
Q4 2024

Jan 28, 2025
BUY
$183.23 - $199.79 $2.43 Million - $2.65 Million
13,281 New
13,281 $2.46 Billion

Others Institutions Holding IWD

# of Institutions
1,993
Shares Held
265M
Call Options Held
342K
Put Options Held
5.28M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Serenus Wealth Advisors, LLC Portfolio

Follow Serenus Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Serenus Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email