Strategic Wealth Partners, Ltd. Ishares Russell 1000 Val ETF Transaction History

Strategic Wealth Partners, Ltd.

  • $1.19 Billion
  • Q3 2025

A detailed history of Strategic Wealth Partners, Ltd. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 816 shares of IWD stock, worth $167,108. This represents 0.01% of its overall portfolio holdings.

Number of Shares
816
Previous 1,046 21.99%
Holding current value
$167,108
Previous $203,000 18.23%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 14, 2025
SELL
$192.76 - $203.86 $44,334 - $46,887
-230 Reduced 21.99%
816 $166,000
Q2 2025

Aug 11, 2025
BUY
$166.82 - $194.23 $174,493 - $203,164
1,046 New
1,046 $203,000
Q1 2024

May 20, 2024
BUY
$161.84 - $179.11 $195,988 - $216,902
1,211 New
1,211 $216,000
Q4 2019

Jan 30, 2020
SELL
$123.85 - $136.67 $12,385 - $13,666
-100 Closed
0 $0
Q1 2018

Jul 13, 2018
BUY
N/A
100 New
100 $12,000

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
Track This Portfolio

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email