Morgan Rosel Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Morgan Rosel Wealth Management, LLC

  • $366 Million
  • Q3 2025

A detailed history of Morgan Rosel Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 1,307 shares of IWD stock, worth $267,660. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,307
Previous 1,307 -0.0%
Holding current value
$267,660
Previous $253,000 5.14%
% of portfolio
0.07%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
SELL
$182.82 - $196.21 $48,995 - $52,584
-268 Reduced 17.02%
1,307 $245,000
Q2 2024

Jul 15, 2024
BUY
$169.4 - $179.05 $29,983 - $31,691
177 Added 12.66%
1,575 $274,000
Q4 2022

Jan 19, 2023
BUY
$136.78 - $158.99 $191,218 - $222,268
1,398 New
1,398 $0
Q2 2021

Jul 28, 2021
BUY
$152.86 - $162.4 $213,698 - $227,035
1,398 New
1,398 $222,000

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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