Milestone Investment Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Milestone Investment Advisors LLC

  • $395 Million
  • Q3 2025

A detailed history of Milestone Investment Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 60 shares of IWD stock, worth $12,287. This represents 0.0% of its overall portfolio holdings.

Number of Shares
60
Previous 218 72.48%
Holding current value
$12,287
Previous $42,000 71.43%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 14, 2025
SELL
$192.76 - $203.86 $30,456 - $32,209
-158 Reduced 72.48%
60 $12,000
Q1 2025

Apr 28, 2025
BUY
$182.82 - $196.21 $39,854 - $42,773
218 New
218 $41,000

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

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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