Twin Peaks Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Twin Peaks Wealth Advisors, LLC

  • $293 Billion
  • Q3 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 8,717 shares of IWD stock, worth $1.79 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
8,717
Previous 8,630 1.01%
Holding current value
$1.79 Million
Previous $1.7 Billion 4.24%
% of portfolio
0.61%
Previous 0.55%

Shares

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

Oct 30, 2025
BUY
$192.76 - $203.86 $16,770 - $17,735
87 Added 1.01%
8,717 $1.77 Billion
Q2 2025

Aug 13, 2025
BUY
$166.82 - $194.23 $106,597 - $124,112
639 Added 8.0%
8,630 $1.7 Billion
Q1 2025

Apr 16, 2025
BUY
$182.82 - $196.21 $1.46 Million - $1.57 Million
7,991 New
7,991 $1.42 Billion

Others Institutions Holding IWD

# of Institutions
1,993
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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