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

Wealth Management Partners, LLC

$229 Million
Q4 2024

A detailed history of Wealth Management Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Wealth Management Partners, LLC holds 1,751 shares of IWD stock, worth $337,312. This represents 0.14% of its overall portfolio holdings.

Number of Shares

1,751

Previous 1,788 2.07%

Holding current value

$337,312

Previous $339,000 4.42%

% of portfolio

0.14%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$183.23 - $199.79 $6,779 - $7,392	-37 Reduced 2.07%	1,751 $324,000
Q3 2023 Oct 24, 2023	SELL	$151.73 - $163.56 $12,290 - $13,248	-81 Reduced 4.33%	1,788 $271,000
Q1 2023 Apr 14, 2023	SELL	$145.2 - $161.56 $19,021 - $21,164	-131 Reduced 6.55%	1,869 $284,000
Q4 2021 Jan 19, 2022	SELL	$157.12 - $168.08 $74,789 - $80,006	-476 Reduced 19.22%	2,000 $416,000
Q3 2021 Oct 29, 2021	SELL	$154.62 - $164.07 $19,327 - $20,508	-125 Reduced 4.81%	2,476 $388,000
Q1 2021 Apr 15, 2021	SELL	$134.89 - $153.0 $38,038 - $43,146	-282 Reduced 9.78%	2,601 $401,000
Q4 2020 Feb 04, 2021	BUY	$115.84 - $136.73 $333,966 - $394,192	2,883 New	2,883 $402,000

Others Institutions Holding IWD

# of Institutions

1,875

Shares Held

284M

Call Options Held

1.31M

Put Options Held

1.09M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealth Management Partners, LLC with notifications on news.

Account

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