Hamilton Point Investment Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Hamilton Point Investment Advisors, LLC

  • $634 Million
  • Q3 2025

A detailed history of Hamilton Point Investment Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Hamilton Point Investment Advisors, LLC holds 2,587 shares of IWD stock, worth $529,791. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,587
Previous 1,973 31.12%
Holding current value
$529,791
Previous $383,000 37.34%
% of portfolio
0.08%
Previous 0.06%

Shares

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

Oct 20, 2025
BUY
$192.76 - $203.86 $118,354 - $125,170
614 Added 31.12%
2,587 $526,000
Q2 2025

Jul 28, 2025
BUY
$166.82 - $194.23 $1,334 - $1,553
8 Added 0.41%
1,973 $383,000
Q1 2023

May 10, 2023
BUY
$145.2 - $161.56 $285,318 - $317,465
1,965 New
1,965 $299,000

Others Institutions Holding IWD

# of Institutions
1,992
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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