A detailed history of Kestra Investment Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Kestra Investment Management, LLC holds 2,178 shares of IWD stock, worth $412,556. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,178
Previous 27 7966.67%
Holding current value
$412,556
Previous $5 Million 8097.9%
% of portfolio
0.02%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025

BUY
$182.82 - $196.21 $393,245 - $422,047
2,151 Added 7966.67%
2,178 $410 Million
Q4 2024

Jan 31, 2025

BUY
$183.23 - $199.79 $4,947 - $5,394
27 New
27 $5 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Kestra Investment Management, LLC Portfolio

Follow Kestra Investment Management, LLC 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 Kestra Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Investment Management, LLC with notifications on news.