Valley National Advisers Inc Ishares Russell 1000 Val ETF Transaction History

Valley National Advisers Inc

  • $554 Million
  • Q1 2025

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 224 shares of IWD stock, worth $42,181. This represents 0.01% of its overall portfolio holdings.

Number of Shares
224
Previous 224 -0.0%
Holding current value
$42,181
Previous $41,000 2.44%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
$183.23 - $199.79 $3,481 - $3,796
-19 Reduced 7.82%
224 $41,000
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

# of Institutions
1,907
Shares Held
279M
Call Options Held
617K
Put Options Held
5.88M
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 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.

Choose your preferred platform and Sign Up 👇 Telegram Email