Lodestar Private Asset Management LLC Ishares Russell 1000 Val ETF Transaction History

Lodestar Private Asset Management LLC

  • $948 Million
  • Q3 2025

A detailed history of Lodestar Private Asset Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 2,512 shares of IWD stock, worth $514,432. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,512
Previous 2,347 7.03%
Holding current value
$514,432
Previous $455,000 12.31%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 28, 2025
BUY
$192.76 - $203.86 $31,805 - $33,636
165 Added 7.03%
2,512 $511,000
Q2 2025

Jul 25, 2025
SELL
$166.82 - $194.23 $16,014 - $18,646
-96 Reduced 3.93%
2,347 $455,000
Q1 2025

Apr 25, 2025
BUY
$182.82 - $196.21 $914 - $981
5 Added 0.21%
2,443 $459,000
Q4 2024

Jan 28, 2025
BUY
$183.23 - $199.79 $43,975 - $47,949
240 Added 10.92%
2,438 $451,000
Q3 2024

Oct 25, 2024
BUY
$173.36 - $189.8 $1,040 - $1,138
6 Added 0.27%
2,198 $417,000
Q2 2024

Jul 30, 2024
BUY
$169.4 - $179.05 $371,324 - $392,477
2,192 New
2,192 $382,000

Others Institutions Holding IWD

# of Institutions
2,008
Shares Held
266M
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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