Shore Haven Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Shore Haven Wealth Partners, LLC

$237 Million
Q3 2025

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 1,836 shares of IWD stock, worth $375,994. This represents 0.16% of its overall portfolio holdings.

Number of Shares

1,836

Previous 1,836 -0.0%

Holding current value

$375,994

Previous $356,000 4.78%

% of portfolio

0.16%

Previous 0.16%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$182.82 - $196.21 $6,398 - $6,867	-35 Reduced 1.87%	1,836 $345,000
Q3 2024 Oct 24, 2024	SELL	$173.36 - $189.8 $173 - $189	-1 Reduced 0.05%	1,871 $355,000
Q2 2024 Jul 24, 2024	BUY	$169.4 - $179.05 $169 - $179	1 Added 0.05%	1,872 $326,000
Q1 2024 May 02, 2024	SELL	$161.84 - $179.11 $161 - $179	-1 Reduced 0.05%	1,871 $335,000
Q4 2023 Feb 06, 2024	SELL	$143.69 - $165.7 $2,586 - $2,982	-18 Reduced 0.95%	1,872 $309,000

Q3 2023 Oct 24, 2023	SELL	$151.73 - $163.56 $3,186 - $3,434	-21 Reduced 1.1%	1,890 $286,000
Q2 2023 Jul 19, 2023	SELL	$148.55 - $157.83 $43,228 - $45,928	-291 Reduced 13.22%	1,911 $301,000
Q1 2023 Apr 14, 2023	SELL	$145.2 - $161.56 $143,312 - $159,459	-987 Reduced 30.95%	2,202 $335,000
Q4 2022 Jan 24, 2023	SELL	$136.78 - $158.99 $118,588 - $137,844	-867 Reduced 21.38%	3,189 $0
Q3 2022 Nov 09, 2022	SELL	$135.99 - $161.15 $607,467 - $719,857	-4,467 Reduced 52.41%	4,056 $551,000
Q2 2022 Aug 01, 2022	SELL	$140.99 - $168.41 $7.85 Million - $9.38 Million	-55,675 Reduced 86.72%	8,523 $1.24 Million
Q1 2022 May 13, 2022	BUY	$157.15 - $170.51 $369,616 - $401,039	2,352 Added 3.8%	64,198 $10.7 Million
Q4 2021 Jan 21, 2022	BUY	$157.12 - $168.08 $99,299 - $106,226	632 Added 1.03%	61,846 $10.4 Million
Q3 2021 Oct 28, 2021	BUY	$154.62 - $164.07 $240,897 - $255,621	1,558 Added 2.61%	61,214 $9.58 Million
Q2 2021 Aug 16, 2021	SELL	$152.86 - $162.4 $320,547 - $340,552	-2,097 Reduced 3.4%	59,656 $9.46 Million
Q1 2021 May 13, 2021	BUY	$134.89 - $153.0 $27,787 - $31,518	206 Added 0.33%	61,753 $9.36 Million
Q4 2020 Feb 10, 2021	BUY	$115.84 - $136.73 $7.13 Million - $8.42 Million	61,547 New	61,547 $8.42 Million

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

Ticker IWD
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Shore Haven Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History