Lri Investments, LLC Ishares Russell 1000 Val ETF Transaction History

Lri Investments, LLC

$1.22 Trillion
Q3 2025

A detailed history of Lri Investments, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Lri Investments, LLC holds 3,426 shares of IWD stock, worth $701,610. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,426

Previous 4,897 30.04%

Holding current value

$701,610

Previous $951 Million 26.67%

% of portfolio

0.06%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$192.76 - $203.86 $283,549 - $299,878	-1,471 Reduced 30.04%	3,426 $697 Million
Q2 2025 Jul 25, 2025	SELL	$166.82 - $194.23 $412,545 - $480,330	-2,473 Reduced 33.55%	4,897 $951 Million
Q1 2025 May 01, 2025	BUY	$182.82 - $196.21 $907,701 - $974,182	4,965 Added 206.44%	7,370 $1.39 Billion
Q4 2024 Feb 14, 2025	SELL	$183.23 - $199.79 $960,491 - $1.05 Million	-5,242 Reduced 68.55%	2,405 $445 Million
Q3 2024 Nov 15, 2024	BUY	$173.36 - $189.8 $908,753 - $994,931	5,242 Added 217.96%	7,647 $1.48 Billion

Q1 2024 May 14, 2024	BUY	$161.84 - $179.11 $389,225 - $430,759	2,405 New	2,405 $425 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

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

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Lri Investments, LLC Ishares Russell 1000 Val ETF Transaction History