Soltis Investment Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Soltis Investment Advisors LLC

  • $1.08 Billion
  • Q1 2025

A detailed history of Soltis Investment Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 3,150 shares of IWD stock, worth $594,153. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,150
Previous 2,380 32.35%
Holding current value
$594,153
Previous $440,000 34.55%
% of portfolio
0.05%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$182.82 - $196.21 $140,771 - $151,081
770 Added 32.35%
3,150 $592,000
Q4 2024

Jan 29, 2025
BUY
$183.23 - $199.79 $12,642 - $13,785
69 Added 2.99%
2,380 $440,000
Q3 2024

Nov 18, 2024
BUY
$173.36 - $189.8 $2,427 - $2,657
14 Added 0.61%
2,311 $438,000
Q2 2024

Aug 12, 2024
SELL
$169.4 - $179.05 $1,524 - $1,611
-9 Reduced 0.39%
2,297 $400,000
Q1 2024

Apr 29, 2024
BUY
$161.84 - $179.11 $2,103 - $2,328
13 Added 0.57%
2,306 $413,000
Q4 2023

Jan 26, 2024
BUY
$143.69 - $165.7 $69,258 - $79,867
482 Added 26.62%
2,293 $378,000
Q3 2023

Nov 08, 2023
SELL
$151.73 - $163.56 $140,957 - $151,947
-929 Reduced 33.91%
1,811 $274,000
Q2 2023

Aug 08, 2023
BUY
$148.55 - $157.83 $136,963 - $145,519
922 Added 50.72%
2,740 $432,000
Q1 2023

May 03, 2023
SELL
$145.2 - $161.56 $1,452 - $1,615
-10 Reduced 0.55%
1,818 $276,000
Q4 2022

Feb 09, 2023
BUY
$136.78 - $158.99 $7,386 - $8,585
54 Added 3.04%
1,828 $277,000
Q3 2022

Nov 14, 2022
BUY
$135.99 - $161.15 $241,246 - $285,880
1,774 New
1,774 $241,000

Others Institutions Holding IWD

# of Institutions
1,907
Shares Held
279M
Call Options Held
617K
Put Options Held
5.88M
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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