Soltis Investment Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Soltis Investment Advisors LLC

  • $889 Million
  • Q1 2024

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 2,306 shares of IWD stock, worth $401,151. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,306
Previous 2,306 -0.0%
Holding current value
$401,151
Previous $413,000 -0.0%
% of portfolio
0.05%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$148.0 - $158.99 $7,992 - $8,585
54 Added 3.04%
1,828 $277,000
Q3 2022

Nov 14, 2022
BUY
N/A
1,774 New
1,774 $241,000

Others Institutions Holding IWD

# of Institutions
1,638
Shares Held
251M
Call Options Held
509K
Put Options Held
50K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Soltis Investment Advisors LLC Portfolio

Follow Soltis Investment Advisors LLC 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 Soltis Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Soltis Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email