Inves Trust Ishares Russell 1000 Val ETF Transaction History

Inves Trust

  • $273 Billion
  • Q3 2025

A detailed history of Inves Trust transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Inves Trust holds 9,701 shares of IWD stock, worth $1.97 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
9,701
Previous 10,331 6.1%
Holding current value
$1.97 Million
Previous $2.01 Billion 1.57%
% of portfolio
0.72%
Previous 0.77%

Shares

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

Oct 02, 2025
SELL
$192.76 - $203.86 $121,438 - $128,431
-630 Reduced 6.1%
9,701 $1.98 Billion
Q2 2025

Jul 02, 2025
BUY
$166.82 - $194.23 $9,842 - $11,459
59 Added 0.57%
10,331 $2.01 Billion
Q1 2025

Apr 09, 2025
SELL
$182.82 - $196.21 $208,231 - $223,483
-1,139 Reduced 9.98%
10,272 $1.93 Billion
Q4 2024

Jan 08, 2025
BUY
$183.23 - $199.79 $2.09 Million - $2.28 Million
11,411 New
11,411 $2.11 Billion

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
Track This Portfolio

Track Inves Trust Portfolio

Follow Inves Trust and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Inves Trust, based on Form 13F filings with the SEC.

News

Stay updated on Inves Trust with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email