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

Ridgecrest Wealth Partners, LLC

  • $219 Million
  • Q3 2025

A detailed history of Ridgecrest Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 1,480 shares of IWD stock, worth $303,089. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,480
Previous 1,480 -0.0%
Holding current value
$303,089
Previous $287,000 4.88%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Jul 31, 2023
BUY
$148.55 - $157.83 $2,971 - $3,156
20 Added 1.37%
1,480 $233,000
Q4 2022

Jan 26, 2023
BUY
$136.78 - $158.99 $199,698 - $232,125
1,460 New
1,460 $0
Q4 2021

Jan 19, 2022
BUY
$157.12 - $168.08 $229,395 - $245,396
1,460 New
1,460 $245,000

Others Institutions Holding IWD

# of Institutions
2,002
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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