A detailed history of Meridian Financial Partners LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Meridian Financial Partners LLC holds 1,002 shares of IWD stock, worth $205,199. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,002
Previous 1,065 5.92%
Holding current value
$205,199
Previous $207,000 1.93%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Oct 20, 2025

SELL
$192.76 - $203.86 $12,143 - $12,843
-63 Reduced 5.92%
1,002 $203,000
Q1 2025

Apr 14, 2025

BUY
$182.82 - $196.21 $194,703 - $208,963
1,065 New
1,065 $200,000
Q3 2024

Oct 17, 2024

BUY
$173.36 - $189.8 $192,602 - $210,867
1,111 New
1,111 $211,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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