Kelman Lazarov, Inc. Ishares Russell 1000 Val ETF Transaction History

Kelman Lazarov, Inc.

  • $575 Million
  • Q2 2025

A detailed history of Kelman Lazarov, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 4,048 shares of IWD stock, worth $792,031. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,048
Previous 4,047 0.02%
Holding current value
$792,031
Previous $761,000 3.29%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Jul 29, 2025
BUY
$166.82 - $194.23 $166 - $194
1 Added 0.02%
4,048 $786,000
Q1 2025

May 06, 2025
BUY
$182.82 - $196.21 $739,872 - $794,061
4,047 New
4,047 $761,000
Q4 2018

Feb 11, 2019
SELL
N/A
-2,463 Closed
0 $0
Q2 2018

Aug 03, 2018
BUY
N/A
159 Added 6.9%
2,463 $299,000
Q1 2018

May 08, 2018
SELL
N/A
-21 Reduced 0.9%
2,304 $276,000
Q3 2017

Oct 05, 2017
BUY
N/A
2,325
2,325 $276,000

Others Institutions Holding IWD

# of Institutions
1,931
Shares Held
275M
Call Options Held
617K
Put Options Held
5.88M
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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