Srs Capital Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History

Srs Capital Advisors, Inc.

  • $977 Million
  • Q2 2024

A detailed history of Srs Capital Advisors, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 4,873 shares of IWD stock, worth $898,727. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,873
Previous 4,660 4.57%
Holding current value
$898,727
Previous $834,000 1.92%
% of portfolio
0.09%
Previous 0.09%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$169.4 - $179.05 $36,082 - $38,137
213 Added 4.57%
4,873 $850,000
Q1 2024

May 14, 2024
SELL
$161.84 - $179.11 $11,490 - $12,716
-71 Reduced 1.5%
4,660 $834,000
Q4 2023

Feb 06, 2024
SELL
$143.69 - $165.7 $195,705 - $225,683
-1,362 Reduced 22.35%
4,731 $781,000
Q3 2023

Nov 14, 2023
BUY
$151.73 - $163.56 $2,427 - $2,616
16 Added 0.26%
6,093 $925,000
Q2 2023

Aug 14, 2023
SELL
$148.55 - $157.83 $46,496 - $49,400
-313 Reduced 4.9%
6,077 $959,000
Q1 2023

May 16, 2023
SELL
$145.2 - $161.56 $22.9 Million - $25.5 Million
-157,877 Reduced 96.11%
6,390 $972,000
Q4 2022

Feb 24, 2023
SELL
$148.0 - $158.99 $1.66 Million - $1.78 Million
-11,219 Reduced 6.39%
164,267 $24.9 Million
Q3 2022

Nov 03, 2022
BUY
N/A
48,396 Added 38.08%
175,486 $23.9 Million
Q2 2022

Aug 22, 2022
SELL
N/A
-10,042 Reduced 7.32%
127,090 $18.4 Million
Q1 2022

May 12, 2022
SELL
N/A
-116,376 Reduced 45.91%
137,132 $22.8 Million
Q4 2021

Feb 08, 2022
BUY
N/A
3,546 Added 1.42%
253,508 $42.6 Million
Q3 2021

Nov 05, 2021
BUY
N/A
10,042 Added 4.19%
249,962 $39.1 Million
Q2 2021

Aug 02, 2021
BUY
N/A
14,865 Added 6.61%
239,920 $38.1 Million
Q4 2020

Feb 03, 2021
BUY
N/A
5,894 Added 2.69%
225,055 $30.8 Million
Q3 2020

Nov 12, 2020
BUY
N/A
219,161 New
219,161 $25.9 Million
Q4 2018

Feb 06, 2019
SELL
N/A
-98 Closed
0 $0
Q3 2018

Nov 06, 2018
BUY
N/A
1 Added 1.03%
98 $12,000
Q1 2018

May 14, 2018
SELL
N/A
-156 Reduced 61.66%
97 $11,000
Q4 2017

Feb 15, 2018
BUY
N/A
158 Added 166.32%
253 $31,000
Q3 2017

Nov 15, 2017
BUY
N/A
95
95 $11,000

Others Institutions Holding IWD

# of Institutions
1,638
Shares Held
256M
Call Options Held
229K
Put Options Held
19.7K
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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