Convergence Financial, LLC Ishares Russell 1000 Val ETF Transaction History

Convergence Financial, LLC

  • $666 Billion
  • Q3 2025

A detailed history of Convergence Financial, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Convergence Financial, LLC holds 1,062 shares of IWD stock, worth $217,486. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,062
Previous 1,097 3.19%
Holding current value
$217,486
Previous $213 Million 1.46%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 07, 2025
SELL
$192.76 - $203.86 $6,746 - $7,135
-35 Reduced 3.19%
1,062 $216 Million
Q2 2025

Aug 05, 2025
BUY
$166.82 - $194.23 $183,001 - $213,070
1,097 New
1,097 $213 Million
Q3 2024

Oct 23, 2024
BUY
$173.36 - $189.8 $184,108 - $201,567
1,062 New
1,062 $202 Million

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
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