Kestra Investment Management, LLC Ishares Russell 1000 Val ETF Transaction History

Kestra Investment Management, LLC

  • $3.73 Trillion
  • Q3 2025

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 1,078 shares of IWD stock, worth $220,763. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,078
Previous 2,779 61.21%
Holding current value
$220,763
Previous $540 Million 59.34%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 17, 2025
SELL
$192.76 - $203.86 $327,884 - $346,765
-1,701 Reduced 61.21%
1,078 $220 Million
Q2 2025

Aug 18, 2025
BUY
$166.82 - $194.23 $100,258 - $116,732
601 Added 27.59%
2,779 $540 Million
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

# of Institutions
1,993
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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