Private Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Private Wealth Partners, LLC

  • $1.39 Billion
  • Q3 2025

A detailed history of Private Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Private Wealth Partners, LLC holds 1,509 shares of IWD stock, worth $309,028. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,509
Previous 1,509 -0.0%
Holding current value
$309,028
Previous $293,000 4.78%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 03, 2023
SELL
$148.55 - $157.83 $89,130 - $94,698
-600 Reduced 28.45%
1,509 $238,000
Q1 2023

May 03, 2023
BUY
$145.2 - $161.56 $306,226 - $340,730
2,109 New
2,109 $321,000
Q1 2021

May 04, 2021
SELL
$134.89 - $153.0 $292,846 - $332,163
-2,171 Closed
0 $0
Q2 2020

Jul 31, 2020
SELL
$94.52 - $125.14 $32,609 - $43,173
-345 Reduced 13.71%
2,171 $244,000
Q2 2019

Aug 06, 2019
BUY
N/A
2,516 New
2,516 $320,000

Others Institutions Holding IWD

# of Institutions
1,995
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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