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

Wealth Shield Partners, LLC

  • $839 Million
  • Q3 2025

A detailed history of Wealth Shield Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 4,738 shares of IWD stock, worth $970,295. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,738
Previous 5,517 14.12%
Holding current value
$970,295
Previous $1.07 Million 9.99%
% of portfolio
0.11%
Previous 0.13%

Shares

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

Oct 31, 2025
SELL
$192.76 - $203.86 $150,160 - $158,806
-779 Reduced 14.12%
4,738 $964,000
Q2 2025

Aug 08, 2025
SELL
$166.82 - $194.23 $18,850 - $21,947
-113 Reduced 2.01%
5,517 $1.07 Million
Q1 2025

May 09, 2025
SELL
$182.82 - $196.21 $57,771 - $62,002
-316 Reduced 5.31%
5,630 $1.06 Million
Q4 2024

Feb 04, 2025
BUY
$183.23 - $199.79 $114,518 - $124,868
625 Added 11.75%
5,946 $1.1 Million
Q3 2024

Nov 04, 2024
BUY
$173.36 - $189.8 $68,823 - $75,350
397 Added 8.06%
5,321 $1.01 Million
Q2 2024

Jul 26, 2024
SELL
$169.4 - $179.05 $17,109 - $18,084
-101 Reduced 2.01%
4,924 $859,000
Q1 2024

Apr 29, 2024
SELL
$161.84 - $179.11 $394,242 - $436,311
-2,436 Reduced 32.65%
5,025 $900,000
Q4 2023

Jan 23, 2024
SELL
$143.69 - $165.7 $796,329 - $918,309
-5,542 Reduced 42.62%
7,461 $1.23 Million
Q3 2023

Oct 25, 2023
BUY
$151.73 - $163.56 $126,846 - $136,736
836 Added 6.87%
13,003 $1.97 Million
Q2 2023

Aug 03, 2023
BUY
$148.55 - $157.83 $13,072 - $13,889
88 Added 0.73%
12,167 $1.92 Million
Q1 2023

May 08, 2023
SELL
$145.2 - $161.56 $512,701 - $570,468
-3,531 Reduced 22.62%
12,079 $1.84 Million
Q4 2022

Feb 13, 2023
BUY
$136.78 - $158.99 $860,756 - $1 Million
6,293 Added 67.54%
15,610 $2.37 Million
Q3 2022

Nov 04, 2022
BUY
$135.99 - $161.15 $14,006 - $16,598
103 Added 1.12%
9,317 $1.27 Million
Q2 2022

Aug 11, 2022
BUY
$140.99 - $168.41 $326,109 - $389,532
2,313 Added 33.52%
9,214 $1.34 Million
Q1 2022

May 09, 2022
SELL
$157.15 - $170.51 $1.61 Million - $1.75 Million
-10,240 Reduced 59.74%
6,901 $1.15 Million
Q4 2021

Feb 10, 2022
BUY
$157.12 - $168.08 $2.69 Million - $2.88 Million
17,141 New
17,141 $2.88 Million
Q3 2021

Nov 12, 2021
SELL
$154.62 - $164.07 $160,340 - $170,140
-1,037 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$134.89 - $153.0 $139,880 - $158,661
1,037 New
1,037 $157,000
Q4 2020

Feb 16, 2021
SELL
$115.84 - $136.73 $190,440 - $224,784
-1,644 Closed
0 $0
Q3 2020

Oct 30, 2020
BUY
$111.27 - $124.26 $41,726 - $46,597
375 Added 29.55%
1,644 $194,000
Q2 2020

Aug 13, 2020
SELL
$94.52 - $125.14 $108,130 - $143,160
-1,144 Reduced 47.41%
1,269 $143,000
Q1 2020

May 12, 2020
SELL
$85.17 - $138.52 $61,577 - $100,149
-723 Reduced 23.05%
2,413 $239,000
Q3 2019

Nov 13, 2019
SELL
$127.92 - $130.25 $4,988 - $5,079
-39 Reduced 1.23%
3,136 $402,000
Q1 2019

May 14, 2019
BUY
N/A
578 Added 22.26%
3,175 $392,000
Q4 2018

Feb 14, 2019
SELL
N/A
-210 Reduced 7.48%
2,597 $288,000
Q3 2018

Nov 05, 2018
SELL
N/A
-109 Reduced 3.74%
2,807 $358,000
Q2 2018

Aug 02, 2018
SELL
N/A
-92 Reduced 3.06%
2,916 $354,000
Q1 2018

May 11, 2018
SELL
N/A
-193 Reduced 6.03%
3,008 $361,000
Q4 2017

Apr 18, 2018
BUY
N/A
3,201
3,201 $400,000

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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