Bannerman Wealth Management Group, LLC Ishares Russell 1000 Val ETF Transaction History

Bannerman Wealth Management Group, LLC

  • $141 Billion
  • Q4 2025

A detailed history of Bannerman Wealth Management Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Bannerman Wealth Management Group, LLC holds 7,972 shares of IWD stock, worth $1.63 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
7,972
Previous 7,995 0.29%
Holding current value
$1.63 Million
Previous $1.63 Billion 3.02%
% of portfolio
1.19%
Previous 1.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
SELL
$199.44 - $208.01 $4,587 - $4,784
-23 Reduced 0.29%
7,972 $1.68 Billion
Q3 2025

Oct 14, 2025
SELL
$192.76 - $203.86 $76,140 - $80,524
-395 Reduced 4.71%
7,995 $1.63 Billion
Q2 2025

Jul 15, 2025
SELL
$166.82 - $194.23 $68,229 - $79,440
-409 Reduced 4.65%
8,390 $1.63 Billion
Q1 2025

Apr 15, 2025
SELL
$182.82 - $196.21 $25,777 - $27,665
-141 Reduced 1.58%
8,799 $1.66 Billion
Q4 2024

Mar 07, 2025
BUY
$183.23 - $199.79 $1.64 Million - $1.79 Million
8,940 New
8,940 $1.66 Billion

Others Institutions Holding IWD

# of Institutions
1,997
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 Bannerman Wealth Management Group, LLC Portfolio

Follow Bannerman Wealth Management Group, 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 Bannerman Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bannerman Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email