Principle Wealth Partners LLC Ishares Russell 1000 Val ETF Transaction History

Principle Wealth Partners LLC

  • $1.56 Billion
  • Q3 2025

A detailed history of Principle Wealth Partners LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Principle Wealth Partners LLC holds 1,620 shares of IWD stock, worth $331,759. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,620
Previous 1,620 -0.0%
Holding current value
$331,759
Previous $314,000 4.78%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 05, 2024
SELL
$143.69 - $165.7 $7,184 - $8,285
-50 Reduced 2.99%
1,620 $267,000
Q1 2023

May 10, 2023
SELL
$145.2 - $161.56 $67,518 - $75,125
-465 Reduced 21.78%
1,670 $254,000
Q1 2022

May 12, 2022
BUY
$157.15 - $170.51 $43,687 - $47,401
278 Added 14.97%
2,135 $354,000
Q3 2021

Nov 16, 2021
SELL
$154.62 - $164.07 $30,924 - $32,814
-200 Reduced 9.72%
1,857 $291,000
Q2 2021

Aug 13, 2021
BUY
$152.86 - $162.4 $7,643 - $8,120
50 Added 2.49%
2,057 $326,000
Q1 2021

May 18, 2021
BUY
$134.89 - $153.0 $26,977 - $30,600
200 Added 11.07%
2,007 $304,000
Q4 2020

Feb 16, 2021
BUY
$115.84 - $136.73 $209,322 - $247,071
1,807 New
1,807 $247,000
Q3 2020

Nov 16, 2020
SELL
$111.27 - $124.26 $202,288 - $225,904
-1,818 Closed
0 $0
Q2 2020

Aug 14, 2020
BUY
$94.52 - $125.14 $171,837 - $227,504
1,818 New
1,818 $205,000
Q1 2020

May 13, 2020
SELL
$85.17 - $138.52 $146,492 - $238,254
-1,720 Closed
0 $0
Q4 2019

Feb 04, 2020
SELL
$123.85 - $136.67 $66,879 - $73,801
-540 Reduced 23.89%
1,720 $235,000
Q2 2019

Nov 05, 2019
BUY
N/A
2,260 New
2,260 $288,000

Others Institutions Holding IWD

# of Institutions
2,000
Shares Held
265M
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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