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

Horizon Wealth Management, LLC

  • $539 Million
  • Q3 2025

A detailed history of Horizon Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Horizon Wealth Management, LLC holds 7,456 shares of IWD stock, worth $1.53 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
7,456
Previous 7,364 1.25%
Holding current value
$1.53 Million
Previous $1.43 Million 6.08%
% of portfolio
0.28%
Previous 0.27%

Shares

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

Nov 06, 2025
BUY
$192.76 - $203.86 $17,733 - $18,755
92 Added 1.25%
7,456 $1.52 Million
Q2 2025

Aug 04, 2025
BUY
$166.82 - $194.23 $16,181 - $18,840
97 Added 1.33%
7,364 $1.43 Million
Q1 2025

Apr 11, 2025
BUY
$182.82 - $196.21 $5,118 - $5,493
28 Added 0.39%
7,267 $1.35 Million
Q4 2024

Jan 13, 2025
BUY
$183.23 - $199.79 $190,742 - $207,981
1,041 Added 16.8%
7,239 $1.34 Million
Q3 2024

Oct 16, 2024
BUY
$173.36 - $189.8 $1.07 Million - $1.18 Million
6,198 New
6,198 $1.18 Million

Others Institutions Holding IWD

# of Institutions
2,006
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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