Private Wealth Asset Management, LLC Ishares Russell 1000 Val ETF Transaction History

Private Wealth Asset Management, LLC

  • $800 Million
  • Q3 2025

A detailed history of Private Wealth Asset Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 135 shares of IWD stock, worth $27,646. This represents 0.0% of its overall portfolio holdings.

Number of Shares
135
Previous 169 20.12%
Holding current value
$27,646
Previous $32.8 Million 99.92%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 03, 2025
SELL
$192.76 - $203.86 $6,553 - $6,931
-34 Reduced 20.12%
135 $27,000
Q2 2025

Jul 28, 2025
SELL
$166.82 - $194.23 $1,501 - $1,748
-9 Reduced 5.06%
169 $32.8 Million
Q1 2025

May 15, 2025
BUY
$182.82 - $196.21 $32,541 - $34,925
178 New
178 $33.5 Million

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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