A detailed history of Valley National Advisers Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Valley National Advisers Inc holds 243 shares of IWD stock, worth $46,894. This represents 0.01% of its overall portfolio holdings.

Number of Shares
243
Previous 243 -0.0%
Holding current value
$46,894
Previous $42,000 9.52%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 18, 2024

SELL
$169.4 - $179.05 $2,710 - $2,864
-16 Reduced 6.18%
243 $42,000
Q4 2023

Jan 25, 2024

SELL
$143.69 - $165.7 $1,867 - $2,154
-13 Reduced 4.78%
259 $42,000
Q3 2022

Nov 08, 2022

SELL
$135.99 - $161.15 $43,788 - $51,890
-322 Reduced 54.21%
272 $39,000
Q1 2022

May 06, 2022

BUY
$157.15 - $170.51 $1,100 - $1,193
7 Added 1.19%
594 $99,000
Q4 2021

Feb 11, 2022

BUY
$157.12 - $168.08 $157 - $168
1 Added 0.17%
587 $99,000
Q2 2020

Aug 10, 2020

BUY
$94.52 - $125.14 $94 - $125
1 Added 0.17%
586 $66,000
Q1 2020

May 13, 2020

BUY
$85.17 - $138.52 $3,832 - $6,233
45 Added 8.33%
585 $58,000
Q4 2019

Feb 13, 2020

SELL
$123.85 - $136.67 $16,719 - $18,450
-135 Reduced 20.0%
540 $74,000
Q3 2019

Nov 12, 2019

BUY
$127.92 - $130.25 $17,269 - $17,583
135 Added 25.0%
675 $87,000
Q4 2018

Feb 25, 2019

BUY
N/A
317 Added 142.15%
540 $60,000
Q4 2017

Feb 13, 2018

SELL
N/A
-223 Reduced 50.0%
223 $28,000
Q3 2017

Nov 14, 2017

BUY
N/A
446
446 $53,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


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

Track Valley National Advisers Inc Portfolio

Follow Valley National Advisers Inc 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 Valley National Advisers Inc, based on Form 13F filings with the SEC.

News

Stay updated on Valley National Advisers Inc with notifications on news.