Heritage Wealth Management, Inc. /Ca/ Ishares Russell 1000 Val ETF Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $149 Billion
  • Q3 2025

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 1,209 shares of IWD stock, worth $247,591. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,209
Previous 1,212 0.25%
Holding current value
$247,591
Previous $235 Million 4.56%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Nov 05, 2025
SELL
$192.76 - $203.86 $578 - $611
-3 Reduced 0.25%
1,209 $246 Million
Q2 2025

Jul 28, 2025
BUY
$166.82 - $194.23 $8,007 - $9,323
48 Added 4.12%
1,212 $235 Million
Q1 2025

Apr 30, 2025
BUY
$182.82 - $196.21 $212,802 - $228,388
1,164 New
1,164 $219 Million

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
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