Choate Investment Advisors Ishares Russell 1000 Val ETF Transaction History

Choate Investment Advisors

  • $4.32 Billion
  • Q2 2025

A detailed history of Choate Investment Advisors transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Choate Investment Advisors holds 5,986 shares of IWD stock, worth $1.21 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,986
Previous 5,586 7.16%
Holding current value
$1.21 Million
Previous $1.05 Million 10.56%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 12, 2025
BUY
$166.82 - $194.23 $66,728 - $77,692
400 Added 7.16%
5,986 $1.16 Million
Q3 2024

Nov 13, 2024
SELL
$173.36 - $189.8 $148,222 - $162,279
-855 Reduced 13.27%
5,586 $1.06 Million
Q3 2023

Oct 30, 2023
BUY
$151.73 - $163.56 $209,539 - $225,876
1,381 Added 27.29%
6,441 $977,000
Q2 2023

Aug 01, 2023
SELL
$148.55 - $157.83 $121,365 - $128,947
-817 Reduced 13.9%
5,060 $798,000
Q4 2022

Feb 14, 2023
SELL
$136.78 - $158.99 $460,675 - $535,478
-3,368 Reduced 36.43%
5,877 $891,000
Q1 2022

Apr 29, 2022
SELL
$157.15 - $170.51 $111,576 - $121,062
-710 Reduced 7.13%
9,245 $1.53 Million
Q1 2021

May 07, 2021
BUY
$134.89 - $153.0 $454,309 - $515,304
3,368 Added 51.13%
9,955 $1.51 Million
Q4 2020

Feb 08, 2021
BUY
$115.84 - $136.73 $94,641 - $111,708
817 Added 14.16%
6,587 $901,000
Q2 2020

Jul 23, 2020
SELL
$94.52 - $125.14 $16,068 - $21,273
-170 Reduced 2.86%
5,770 $650,000
Q4 2018

Feb 14, 2019
BUY
N/A
5,940 New
5,940 $660,000
Q3 2018

Nov 14, 2018
SELL
N/A
-5,940 Closed
0 $0
Q3 2017

Nov 14, 2017
BUY
N/A
5,940
5,940 $0

Others Institutions Holding IWD

# of Institutions
1,949
Shares Held
267M
Call Options Held
722K
Put Options Held
5.49M
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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