Inves Trust Ishares Russell 1000 Val ETF Transaction History

Inves Trust

$360 Billion
Q4 2024

A detailed history of Inves Trust transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Inves Trust holds 11,411 shares of IWD stock, worth $2.1 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

11,411

Holding current value

$2.1 Million

% of portfolio

0.59%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 08, 2025	BUY	$183.23 - $199.79 $2.09 Million - $2.28 Million	11,411 New	11,411 $2.11 Billion

Others Institutions Holding IWD

# of Institutions

1,882

Shares Held

284M

Call Options Held

1.31M

Put Options Held

1.09M

Bank Of America Corp Charlotte, NC

54.1M
Shares

$9.95 Billion
0.86% of portfolio
Morgan Stanley New York, NY

38.4M
Shares

$7.06 Billion
0.51% of portfolio
Goldman Sachs Group Inc New York, NY

15.3M
Shares

$2.81 Billion
0.46% of portfolio
Jpmorgan Chase & CO New York, NY

9.25M
Shares

$1.7 Billion
0.14% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.01M
Shares

$1.66 Billion
3.52% of portfolio

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About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

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