Colonial Trust Advisors Ishares Russell 1000 Val ETF Transaction History

Colonial Trust Advisors

  • $1.28 Billion
  • Q3 2025

A detailed history of Colonial Trust Advisors transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Colonial Trust Advisors holds 99 shares of IWD stock, worth $20,274. This represents 0.0% of its overall portfolio holdings.

Number of Shares
99
Previous 147 32.65%
Holding current value
$20,274
Previous $28,000 28.57%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 10, 2025
SELL
$192.76 - $203.86 $9,252 - $9,785
-48 Reduced 32.65%
99 $20,000
Q2 2025

Aug 13, 2025
SELL
$166.82 - $194.23 $3,670 - $4,273
-22 Reduced 13.02%
147 $28,000
Q3 2022

Nov 14, 2022
BUY
$135.99 - $161.15 $22,982 - $27,234
169 New
169 $23,000

Others Institutions Holding IWD

# of Institutions
2,002
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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