A detailed history of Doliver Advisors, LP transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Doliver Advisors, LP holds 1,650 shares of IWD stock, worth $323,581. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,650
Previous 1,650 -0.0%
Holding current value
$323,581
Previous $287,000 9.06%
% of portfolio
0.09%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 07, 2023

SELL
$136.78 - $158.99 $34,195 - $39,747
-250 Reduced 13.16%
1,650 $250,000
Q3 2022

Nov 09, 2022

SELL
$135.99 - $161.15 $18,358 - $21,755
-135 Reduced 6.63%
1,900 $258,000
Q1 2022

May 09, 2022

BUY
$157.15 - $170.51 $319,800 - $346,987
2,035 New
2,035 $338,000
Q4 2021

Feb 07, 2022

SELL
$157.12 - $168.08 $288,315 - $308,426
-1,835 Closed
0 $0
Q2 2021

Aug 06, 2021

BUY
$152.86 - $162.4 $280,498 - $298,004
1,835 New
1,835 $291,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Doliver Advisors, LP Portfolio

Follow Doliver Advisors, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Doliver Advisors, LP, based on Form 13F filings with the SEC.

News

Stay updated on Doliver Advisors, LP with notifications on news.