Fma Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Fma Wealth Management, LLC

$130 Billion
Q1 2025

A detailed history of Fma Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Fma Wealth Management, LLC holds 59,405 shares of IWD stock, worth $10.5 Million. This represents 8.87% of its overall portfolio holdings.

Number of Shares

59,405

Previous 60,480 1.78%

Holding current value

$10.5 Million

Previous $11.2 Billion 3.12%

% of portfolio

8.87%

Previous 8.33%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$182.82 - $196.21 $196,531 - $210,925	-1,075 Reduced 1.78%	59,405 $11.5 Billion
Q4 2024 Feb 03, 2025	SELL	$183.23 - $199.79 $50,937 - $55,541	-278 Reduced 0.46%	60,480 $11.2 Billion
Q3 2024 Oct 15, 2024	SELL	$173.36 - $189.8 $52,874 - $57,889	-305 Reduced 0.5%	60,758 $11.5 Billion
Q2 2024 Jul 18, 2024	BUY	$169.4 - $179.05 $6,437 - $6,803	38 Added 0.06%	61,063 $10.7 Billion
Q1 2024 Apr 29, 2024	BUY	$161.84 - $179.11 $1,618 - $1,791	10 Added 0.02%	61,025 $10.9 Billion
Q4 2023 Feb 09, 2024	BUY	$143.69 - $165.7 $8.77 Million - $10.1 Million	61,015 New	61,015 $10.1 Billion

Others Institutions Holding IWD

# of Institutions

1,881

Shares Held

288M

Call Options Held

1.31M

Put Options Held

1.09M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Fma Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History