Inspirion Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Inspirion Wealth Advisors, LLC

  • $778 Million
  • Q4 2025

A detailed history of Inspirion Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 1,004 shares of IWD stock, worth $205,609. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,004
Holding current value
$205,609
% of portfolio
0.03%

Shares

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

Jan 08, 2026
BUY
$199.44 - $208.01 $200,237 - $208,842
1,004 New
1,004 $205,000
Q2 2025

Jul 09, 2025
BUY
$166.82 - $194.23 $172,491 - $200,833
1,034 New
1,034 $200,000
Q4 2023

Jan 10, 2024
BUY
$143.69 - $165.7 $7,328 - $8,450
51 Added 2.71%
1,936 $319,000
Q4 2022

Jan 18, 2023
SELL
$136.78 - $158.99 $14,498 - $16,852
-106 Reduced 5.32%
1,885 $0
Q3 2022

Oct 18, 2022
BUY
$135.99 - $161.15 $135 - $161
1 Added 0.05%
1,991 $271,000
Q1 2022

Apr 14, 2022
SELL
$157.15 - $170.51 $1,257 - $1,364
-8 Reduced 0.4%
1,990 $330,000
Q4 2021

Jan 21, 2022
BUY
$157.12 - $168.08 $313,925 - $335,823
1,998 New
1,998 $336,000

Others Institutions Holding IWD

# of Institutions
2,009
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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