A detailed history of 3 Chopt Investment Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, 3 Chopt Investment Partners, LLC holds 793 shares of IWD stock, worth $162,398. This represents 0.04% of its overall portfolio holdings.

Number of Shares
793
Previous 711 11.53%
Holding current value
$162,398
Previous $138 Million 16.91%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 20, 2025

BUY
$192.76 - $203.86 $15,806 - $16,716
82 Added 11.53%
793 $161 Million
Q2 2025

Jul 24, 2025

SELL
$166.82 - $194.23 $4,504 - $5,244
-27 Reduced 3.66%
711 $138 Million
Q1 2025

Apr 24, 2025

BUY
$182.82 - $196.21 $134,921 - $144,802
738 New
738 $139 Million
Q4 2022

May 24, 2023

BUY
$136.78 - $158.99 $151,005 - $175,524
1,104 New
1,104 $167 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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