A detailed history of Sovran Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Sovran Advisors, LLC holds 3,951 shares of IWD stock, worth $800,156. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,951
Previous 2,871 37.62%
Holding current value
$800,156
Previous $506 Million 52.76%
% of portfolio
0.08%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025

BUY
$166.82 - $194.23 $180,165 - $209,768
1,080 Added 37.62%
3,951 $773 Million
Q1 2025

Apr 24, 2025

SELL
$182.82 - $196.21 $15,539 - $16,677
-85 Reduced 2.88%
2,871 $506 Million
Q4 2024

Jan 29, 2025

BUY
$183.23 - $199.79 $541,627 - $590,579
2,956 New
2,956 $552 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


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

Track Sovran Advisors, LLC Portfolio

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

News

Stay updated on Sovran Advisors, LLC with notifications on news.