West Branch Capital LLC Ishares Russell 1000 Val ETF Transaction History

West Branch Capital LLC

  • $364 Million
  • Q4 2025

A detailed history of West Branch Capital LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, West Branch Capital LLC holds 900 shares of IWD stock, worth $184,311. This represents 0.05% of its overall portfolio holdings.

Number of Shares
900
Previous 900 -0.0%
Holding current value
$184,311
Previous $183,000 0.55%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
$166.82 - $194.23 $6,672 - $7,769
-40 Reduced 4.26%
900 $174,000
Q4 2024

Jan 17, 2025
SELL
$183.23 - $199.79 $732 - $799
-4 Reduced 0.42%
940 $174,000
Q3 2024

Oct 18, 2024
SELL
$173.36 - $189.8 $2,080 - $2,277
-12 Reduced 1.26%
944 $179,000
Q1 2024

Apr 23, 2024
SELL
$161.84 - $179.11 $161 - $179
-1 Reduced 0.1%
956 $171,000
Q4 2023

Jan 19, 2024
SELL
$143.69 - $165.7 $14,369 - $16,570
-100 Reduced 9.46%
957 $158,000
Q2 2021

Aug 17, 2021
BUY
$152.86 - $162.4 $161,573 - $171,656
1,057 New
1,057 $0

Others Institutions Holding IWD

# of Institutions
2,036
Shares Held
263M
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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