Daymark Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Daymark Wealth Partners, LLC

  • $2.95 Billion
  • Q4 2025

A detailed history of Daymark Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 1,234 shares of IWD stock, worth $252,710. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,234
Previous 1,207 2.24%
Holding current value
$252,710
Previous $245,000 2.86%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 12, 2026
BUY
$199.44 - $208.01 $5,384 - $5,616
27 Added 2.24%
1,234 $252,000
Q3 2025

Oct 22, 2025
SELL
$192.76 - $203.86 $26,022 - $27,521
-135 Reduced 10.06%
1,207 $245,000
Q2 2025

Aug 04, 2025
BUY
$166.82 - $194.23 $33,697 - $39,234
202 Added 17.72%
1,342 $260,000
Q1 2025

Apr 14, 2025
BUY
$182.82 - $196.21 $365 - $392
2 Added 0.18%
1,140 $212,000
Q4 2024

Jan 17, 2025
SELL
$183.23 - $199.79 $101,692 - $110,883
-555 Reduced 32.78%
1,138 $210,000
Q3 2024

Oct 08, 2024
BUY
$173.36 - $189.8 $66,223 - $72,503
382 Added 29.14%
1,693 $321,000
Q2 2024

Aug 14, 2024
BUY
$169.4 - $179.05 $222,083 - $234,734
1,311 New
1,311 $228,000

Others Institutions Holding IWD

# of Institutions
2,001
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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