Ae Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Ae Wealth Management LLC holds 11,328 shares of IWD stock, worth $2.32 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,328
Previous 10,843 4.47%
Holding current value
$2.32 Million
Previous $2.11 Million 9.5%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 03, 2025
BUY
$192.76 - $203.86 $93,488 - $98,872
485 Added 4.47%
11,328 $2.31 Million
Q2 2025

Aug 06, 2025
BUY
$166.82 - $194.23 $120,277 - $140,039
721 Added 7.12%
10,843 $2.11 Million
Q1 2025

May 06, 2025
BUY
$182.82 - $196.21 $173,313 - $186,007
948 Added 10.33%
10,122 $1.9 Million
Q4 2024

Feb 13, 2025
BUY
$183.23 - $199.79 $10,260 - $11,188
56 Added 0.61%
9,174 $1.7 Million
Q3 2024

Nov 14, 2024
BUY
$173.36 - $189.8 $78,878 - $86,359
455 Added 5.25%
9,118 $1.73 Million
Q2 2024

Aug 12, 2024
BUY
$169.4 - $179.05 $216,662 - $229,004
1,279 Added 17.32%
8,663 $1.51 Million
Q1 2024

May 15, 2024
SELL
$161.84 - $179.11 $1.97 Million - $2.18 Million
-12,197 Reduced 62.29%
7,384 $1.32 Million
Q4 2023

Feb 14, 2024
BUY
$143.69 - $165.7 $229,185 - $264,291
1,595 Added 8.87%
19,581 $3.24 Million
Q3 2023

Oct 11, 2023
BUY
$151.73 - $163.56 $201,345 - $217,044
1,327 Added 7.97%
17,986 $2.73 Million
Q2 2023

Jul 10, 2023
SELL
$148.55 - $157.83 $1.21 Million - $1.28 Million
-8,139 Reduced 32.82%
16,659 $2.63 Million
Q1 2023

Apr 14, 2023
BUY
$145.2 - $161.56 $9,292 - $10,339
64 Added 0.26%
24,798 $3.78 Million
Q4 2022

Jan 31, 2023
SELL
$136.78 - $158.99 $165,914 - $192,854
-1,213 Reduced 4.67%
24,734 $3.75 Million
Q3 2022

Oct 25, 2022
SELL
$135.99 - $161.15 $218,263 - $258,645
-1,605 Reduced 5.83%
25,947 $3.53 Million
Q2 2022

Aug 03, 2022
SELL
$140.99 - $168.41 $276,763 - $330,588
-1,963 Reduced 6.65%
27,552 $3.99 Million
Q1 2022

Apr 18, 2022
BUY
$157.15 - $170.51 $136,249 - $147,832
867 Added 3.03%
29,515 $4.9 Million
Q4 2021

Jan 20, 2022
BUY
$157.12 - $168.08 $442,921 - $473,817
2,819 Added 10.91%
28,648 $4.81 Million
Q3 2021

Nov 01, 2021
SELL
$154.62 - $164.07 $312,177 - $331,257
-2,019 Reduced 7.25%
25,829 $4.04 Million
Q2 2021

Jul 21, 2021
BUY
$152.86 - $162.4 $572,460 - $608,188
3,745 Added 15.54%
27,848 $4.42 Million
Q1 2021

Apr 27, 2021
BUY
$134.89 - $153.0 $780,473 - $885,258
5,786 Added 31.59%
24,103 $3.65 Million
Q4 2020

Feb 01, 2021
BUY
$115.84 - $136.73 $123,022 - $145,207
1,062 Added 6.15%
18,317 $2.51 Million
Q3 2020

Nov 06, 2020
SELL
$111.27 - $124.26 $6,898 - $7,704
-62 Reduced 0.36%
17,255 $2.04 Million
Q2 2020

Aug 05, 2020
SELL
$94.52 - $125.14 $340,366 - $450,629
-3,601 Reduced 17.21%
17,317 $1.95 Million
Q1 2020

May 07, 2020
BUY
$85.17 - $138.52 $552,497 - $898,579
6,487 Added 44.95%
20,918 $2.08 Million
Q4 2019

Jan 15, 2020
BUY
$123.85 - $136.67 $174,752 - $192,841
1,411 Added 10.84%
14,431 $1.97 Million
Q3 2019

Nov 05, 2019
BUY
$127.92 - $130.25 $367,514 - $374,208
2,873 Added 28.31%
13,020 $1.67 Million
Q2 2019

Jul 22, 2019
BUY
N/A
3,418 Added 50.8%
10,147 $1.29 Million
Q1 2019

May 14, 2019
SELL
N/A
-510 Reduced 7.05%
6,729 $831,000
Q4 2018

Feb 15, 2019
BUY
N/A
1,401 Added 24.0%
7,239 $804,000
Q3 2018

Nov 14, 2018
SELL
N/A
-3,838 Reduced 39.67%
5,838 $739,000
Q2 2018

Aug 15, 2018
BUY
N/A
92 Added 0.96%
9,676 $1.17 Million
Q1 2018

May 14, 2018
BUY
N/A
2,339 Added 32.28%
9,584 $1.15 Million
Q4 2017

Feb 06, 2018
SELL
N/A
-364 Reduced 4.78%
7,245 $901,000
Q3 2017

Nov 08, 2017
BUY
N/A
1,191 Added 18.56%
7,609 $902,000
Q2 2017

Aug 14, 2017
BUY
N/A
6,418
6,418 $747,000

Others Institutions Holding IWD

# of Institutions
2,008
Shares Held
266M
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
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