Atlantic Private Wealth, LLC Ishares Russell 1000 Val ETF Transaction History

Atlantic Private Wealth, LLC

  • $144 Million
  • Q3 2025

A detailed history of Atlantic Private Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 364 shares of IWD stock, worth $74,543. This represents 0.05% of its overall portfolio holdings.

Number of Shares
364
Previous 364 -0.0%
Holding current value
$74,543
Previous $70,000 5.71%
% of portfolio
0.05%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$166.82 - $194.23 $10,509 - $12,236
63 Added 20.93%
364 $70,000
Q2 2023

Aug 11, 2023
BUY
$148.55 - $157.83 $44,713 - $47,506
301 New
301 $47,000

Others Institutions Holding IWD

# of Institutions
2,000
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
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