Valeo Financial Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Valeo Financial Advisors, LLC

  • $3.34 Billion
  • Q1 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 57,170 shares of IWD stock, worth $9.97 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
57,170
Previous 57,364 0.34%
Holding current value
$9.97 Million
Previous $10.3 Million 0.34%
% of portfolio
0.31%
Previous 0.11%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
SELL
$161.84 - $179.11 $31,396 - $34,747
-194 Reduced 0.34%
57,170 $10.2 Million
Q1 2024

Apr 19, 2024
BUY
$161.84 - $179.11 $73,313 - $81,136
453 Added 0.8%
57,364 $10.3 Million
Q4 2023

Jan 29, 2024
BUY
$143.69 - $165.7 $14,369 - $16,570
100 Added 0.18%
56,911 $9.4 Million
Q3 2023

Oct 19, 2023
SELL
$151.73 - $163.56 $100,445 - $108,276
-662 Reduced 1.15%
56,811 $8.63 Million
Q2 2023

Jul 14, 2023
BUY
$148.55 - $157.83 $188,509 - $200,286
1,269 Added 2.26%
57,473 $9.07 Million
Q1 2023

Apr 17, 2023
BUY
$145.2 - $161.56 $160,881 - $179,008
1,108 Added 2.01%
56,204 $8.56 Million
Q4 2022

Feb 09, 2023
SELL
$148.0 - $158.99 $25,160 - $27,028
-170 Reduced 0.31%
55,096 $8.36 Million
Q3 2022

Oct 31, 2022
BUY
N/A
1,249 Added 2.31%
55,266 $7.52 Million
Q2 2022

Aug 03, 2022
SELL
N/A
-1,567 Reduced 2.82%
54,017 $7.83 Million
Q1 2022

Apr 28, 2022
SELL
N/A
-806 Reduced 1.43%
55,584 $9.23 Million
Q4 2021

Jan 07, 2022
BUY
N/A
48 Added 0.09%
56,390 $9.47 Million
Q3 2021

Nov 02, 2021
BUY
N/A
3,575 Added 6.78%
56,342 $8.82 Million
Q2 2021

Jul 22, 2021
SELL
N/A
-405,968 Reduced 88.5%
52,767 $8.37 Million
Q1 2021

Apr 12, 2021
BUY
N/A
1,137 Added 0.25%
458,735 $69.5 Million
Q4 2020

Feb 11, 2021
BUY
N/A
402,168 Added 725.54%
457,598 $62.6 Million
Q3 2020

Oct 28, 2020
BUY
N/A
5,066 Added 10.06%
55,430 $6.55 Million
Q2 2020

Jul 20, 2020
SELL
N/A
-504 Reduced 0.99%
50,364 $5.67 Million
Q1 2020

Apr 13, 2020
SELL
N/A
-3,696 Reduced 6.77%
50,868 $5.54 Million
Q4 2019

Jan 24, 2020
BUY
N/A
1,417 Added 2.67%
54,564 $7.45 Million
Q3 2019

Oct 15, 2019
BUY
N/A
46 Added 0.09%
53,147 $6.82 Million
Q2 2019

Jul 10, 2019
SELL
N/A
-883 Reduced 1.64%
53,101 $6.76 Million
Q1 2019

Apr 12, 2019
BUY
N/A
4,171 Added 8.37%
53,984 $6.67 Million
Q4 2018

Jan 30, 2019
BUY
N/A
2,703 Added 5.74%
49,813 $5.53 Million
Q3 2018

Nov 01, 2018
BUY
N/A
1,832 Added 4.05%
47,110 $5.66 Million
Q2 2018

Aug 14, 2018
BUY
N/A
3,797 Added 9.15%
45,278 $5.63 Million
Q1 2018

Apr 12, 2018
SELL
N/A
-497 Reduced 1.18%
41,481 $4.98 Million
Q4 2017

Feb 09, 2018
BUY
N/A
1,216 Added 2.98%
41,978 $5.22 Million
Q3 2017

Nov 14, 2017
BUY
N/A
40,762
40,762 $4.83 Million

Others Institutions Holding IWD

# of Institutions
1,631
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
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