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

Fiduciary Wealth Partners, LLC

  • $238 Billion
  • Q3 2025

A detailed history of Fiduciary Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Fiduciary Wealth Partners, LLC holds 20,822 shares of IWD stock, worth $4.26 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares
20,822
Previous 25,546 18.49%
Holding current value
$4.26 Million
Previous $4.96 Billion 14.56%
% of portfolio
1.78%
Previous 4.67%

Shares

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

Oct 28, 2025
SELL
$192.76 - $203.86 $910,598 - $963,034
-4,724 Reduced 18.49%
20,822 $4.24 Billion
Q2 2025

Jul 31, 2025
BUY
$166.82 - $194.23 $4.26 Million - $4.96 Million
25,546 New
25,546 $4.96 Billion

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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