Lokken Investment Group LLC Ishares Russell 1000 Val ETF Transaction History

Lokken Investment Group LLC

  • $232 Million
  • Q2 2025

A detailed history of Lokken Investment Group LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Lokken Investment Group LLC holds 1,425 shares of IWD stock, worth $278,815. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,425
Previous 1,314 8.45%
Holding current value
$278,815
Previous $247,000 11.74%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Jul 23, 2025
BUY
$166.82 - $194.23 $18,517 - $21,559
111 Added 8.45%
1,425 $276,000
Q4 2023

Feb 13, 2024
BUY
$143.69 - $165.7 $188,808 - $217,729
1,314 New
1,314 $217,000

Others Institutions Holding IWD

# of Institutions
1,936
Shares Held
274M
Call Options Held
617K
Put Options Held
5.87M
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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