Rialto Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Rialto Wealth Management, LLC

  • $363 Million
  • Q3 2025

A detailed history of Rialto Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 3,136 shares of IWD stock, worth $642,221. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,136
Previous 3,651 14.11%
Holding current value
$642,221
Previous $709,000 10.01%
% of portfolio
0.18%
Previous 0.21%

Shares

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

Nov 07, 2025
SELL
$192.76 - $203.86 $99,271 - $104,987
-515 Reduced 14.11%
3,136 $638,000
Q4 2024

Feb 07, 2025
BUY
$183.23 - $199.79 $668,972 - $729,433
3,651 New
3,651 $676 Million

Others Institutions Holding IWD

# of Institutions
1,996
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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