Independence Asset Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Independence Asset Advisors, LLC

  • $236 Billion
  • Q3 2025

A detailed history of Independence Asset Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Independence Asset Advisors, LLC holds 343,569 shares of IWD stock, worth $70.4 Million. This represents 29.68% of its overall portfolio holdings.

Number of Shares
343,569
Previous 306,319 12.16%
Holding current value
$70.4 Million
Previous $59.5 Billion 17.57%
% of portfolio
29.68%
Previous 37.02%

Shares

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

Nov 03, 2025
BUY
$192.76 - $203.86 $7.18 Million - $7.59 Million
37,250 Added 12.16%
343,569 $69.9 Billion
Q2 2025

Jul 29, 2025
BUY
$166.82 - $194.23 $51.1 Million - $59.5 Million
306,319 New
306,319 $59.5 Billion

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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