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

Triad Wealth Partners, LLC

  • $775 Billion
  • Q3 2025

A detailed history of Triad Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 1,645 shares of IWD stock, worth $336,879. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,645
Previous 1,536 7.1%
Holding current value
$336,879
Previous $298 Million 12.26%
% of portfolio
0.04%
Previous 0.06%

Shares

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

Oct 30, 2025
BUY
$192.76 - $203.86 $21,010 - $22,220
109 Added 7.1%
1,645 $335 Million
Q1 2025

May 14, 2025
SELL
$182.82 - $196.21 $26,508 - $28,450
-145 Reduced 8.63%
1,536 $289 Million
Q4 2024

Feb 06, 2025
BUY
$183.23 - $199.79 $308,009 - $335,846
1,681 New
1,681 $311 Million
Q2 2024

Jul 18, 2024
BUY
$169.4 - $179.05 $24,563 - $25,962
145 New
145 $25.3 Million

Others Institutions Holding IWD

# of Institutions
2,001
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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