Liberty Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History

Liberty Wealth Management LLC

$677 Million
Q3 2025

A detailed history of Liberty Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 1,552 shares of IWD stock, worth $317,834. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,552

Previous 1,336 16.17%

Holding current value

$317,834

Previous $259,000 21.62%

% of portfolio

0.05%

Previous 0.04%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$192.76 - $203.86 $41,636 - $44,033	216 Added 16.17%	1,552 $315,000
Q2 2025 Aug 01, 2025	BUY	$166.82 - $194.23 $222,871 - $259,491	1,336 New	1,336 $259,000
Q1 2025 May 08, 2025	BUY	$182.82 - $196.21 $6.6 Million - $7.08 Million	36,085 Added 2655.26%	37,444 $7.05 Million
Q4 2024 Feb 07, 2025	SELL	$183.23 - $199.79 $9,161 - $9,989	-50 Reduced 3.55%	1,359 $251,000
Q3 2024 Nov 01, 2024	SELL	$173.36 - $189.8 $5.78 Million - $6.33 Million	-33,364 Reduced 95.95%	1,409 $267,000

Q2 2024 Aug 06, 2024	BUY	$169.4 - $179.05 $5.63 Million - $5.95 Million	33,242 Added 2171.26%	34,773 $316,000
Q1 2024 May 02, 2024	BUY	$161.84 - $179.11 $33,824 - $37,433	209 Added 15.81%	1,531 $274,000
Q4 2023 Feb 08, 2024	SELL	$143.69 - $165.7 $5,029 - $5,799	-35 Reduced 2.58%	1,322 $218,000
Q2 2023 Aug 10, 2023	BUY	$148.55 - $157.83 $148 - $157	1 Added 0.07%	1,357 $214,000
Q1 2023 May 03, 2023	BUY	$145.2 - $161.56 $196,891 - $219,075	1,356 New	1,356 $206,000
Q2 2022 Aug 15, 2022	SELL	$140.99 - $168.41 $187,657 - $224,153	-1,331 Closed	0 $0
Q4 2021 Feb 15, 2022	SELL	$157.12 - $168.08 $154,920 - $165,726	-986 Reduced 42.56%	1,331 $223,000
Q3 2021 Nov 15, 2021	BUY	$154.62 - $164.07 $145,806 - $154,718	943 Added 68.63%	2,317 $372,000
Q2 2021 Aug 13, 2021	SELL	$152.86 - $162.4 $33.1 Million - $35.2 Million	-216,620 Reduced 99.37%	1,374 $218,000
Q2 2021 Aug 13, 2021	BUY	$152.86 - $162.4 $33.1 Million - $35.2 Million	216,672 Added 16389.71%	217,994 $1.37 Million
Q4 2020 Feb 09, 2021	SELL	$115.84 - $136.73 $20,272 - $23,927	-175 Reduced 11.69%	1,322 $181,000
Q3 2020 Nov 05, 2020	BUY	$111.27 - $124.26 $111 - $124	1 Added 0.07%	1,497 $177,000
Q2 2020 Aug 04, 2020	SELL	$94.52 - $125.14 $28,261 - $37,416	-299 Reduced 16.66%	1,496 $168,000
Q1 2020 Apr 27, 2020	BUY	$85.17 - $138.52 $85 - $138	1 Added 0.06%	1,795 $178,000
Q4 2019 Feb 05, 2020	BUY	$123.85 - $136.67 $123 - $136	1 Added 0.06%	1,794 $245,000
Q3 2019 Oct 30, 2019	BUY	$127.92 - $130.25 $127 - $130	1 Added 0.06%	1,793 $230,000
Q2 2019 Jul 30, 2019	BUY	N/A	1 Added 0.06%	1,792 $228,000
Q1 2019 Apr 18, 2019	SELL	N/A	-24 Reduced 1.32%	1,791 $221,000
Q4 2018 Mar 26, 2019	BUY	N/A	1,815 New	1,815 $201,000

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

Ticker IWD
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Liberty Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History