Leo Wealth, LLC Ishares Russell 1000 Val ETF Transaction History

Leo Wealth, LLC

$771 Billion
Q3 2025

A detailed history of Leo Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Leo Wealth, LLC holds 2,768 shares of IWD stock, worth $566,858. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,768

Previous 2,930 5.53%

Holding current value

$566,858

Previous $569 Million 0.97%

% of portfolio

0.07%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$192.76 - $203.86 $31,227 - $33,025	-162 Reduced 5.53%	2,768 $563 Million
Q2 2025 Jul 23, 2025	SELL	$166.82 - $194.23 $18,850 - $21,947	-113 Reduced 3.71%	2,930 $569 Million
Q1 2025 May 02, 2025	SELL	$182.82 - $196.21 $23,400 - $25,114	-128 Reduced 4.04%	3,043 $573 Million
Q4 2024 Jan 27, 2025	BUY	$183.23 - $199.79 $3,114 - $3,396	17 Added 0.54%	3,171 $587 Million
Q3 2024 Oct 21, 2024	BUY	$173.36 - $189.8 $2,773 - $3,036	16 Added 0.51%	3,154 $599 Million

Q2 2024 Jul 17, 2024	SELL	$169.4 - $179.05 $77,754 - $82,183	-459 Reduced 12.76%	3,138 $547 Million
Q1 2024 May 09, 2024	BUY	$161.84 - $179.11 $2,103 - $2,328	13 Added 0.36%	3,597 $644 Million
Q4 2023 Mar 14, 2024	BUY	$143.69 - $165.7 $514,984 - $593,868	3,584 New	3,584 $598 Million

Others Institutions Holding IWD

# of Institutions

1,993

Shares Held

265M

Call Options Held

342K

Put Options Held

5.28M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

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