A detailed history of Level Four Advisory Services, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 125,288 shares of IWD stock, worth $24.3 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
125,288
Previous 6,231 1910.72%
Holding current value
$24.3 Million
Previous $1.18 Million 1862.27%
% of portfolio
1.01%
Previous 0.05%

Shares

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

Feb 12, 2025

BUY
$183.23 - $199.79 $21.8 Million - $23.8 Million
119,057 Added 1910.72%
125,288 $23.2 Million
Q3 2024

Nov 14, 2024

BUY
$173.36 - $189.8 $7,627 - $8,351
44 Added 0.71%
6,231 $1.18 Million
Q2 2024

Aug 09, 2024

SELL
$169.4 - $179.05 $3.42 Million - $3.62 Million
-20,197 Reduced 76.55%
6,187 $1.08 Million
Q1 2024

May 13, 2024

BUY
$161.84 - $179.11 $2.42 Million - $2.67 Million
14,925 Added 130.25%
26,384 $4.73 Million
Q4 2023

Feb 08, 2024

BUY
$143.69 - $165.7 $508,518 - $586,412
3,539 Added 44.68%
11,459 $1.89 Million
Q3 2023

Nov 13, 2023

SELL
$151.73 - $163.56 $130,487 - $140,661
-860 Reduced 9.79%
7,920 $1.2 Million
Q2 2023

Jul 10, 2023

SELL
$148.55 - $157.83 $120,622 - $128,157
-812 Reduced 8.47%
8,780 $1.39 Million
Q1 2023

Jun 05, 2023

SELL
$145.2 - $161.56 $249,743 - $277,883
-1,720 Reduced 15.21%
9,592 $1.46 Million
Q4 2022

Feb 13, 2023

BUY
$136.78 - $158.99 $452,331 - $525,779
3,307 Added 41.31%
11,312 $1.72 Million
Q3 2022

Nov 07, 2022

SELL
$135.99 - $161.15 $12,375 - $14,664
-91 Reduced 1.12%
8,005 $1.09 Million
Q2 2022

Aug 08, 2022

SELL
$140.99 - $168.41 $337,671 - $403,341
-2,395 Reduced 22.83%
8,096 $1.17 Million
Q1 2022

May 10, 2022

SELL
$157.15 - $170.51 $866,053 - $939,680
-5,511 Reduced 34.44%
10,491 $1.74 Million
Q4 2021

Feb 11, 2022

BUY
$157.12 - $168.08 $2.02 Million - $2.17 Million
12,882 Added 412.88%
16,002 $2.69 Million
Q3 2021

Oct 12, 2021

BUY
$154.62 - $164.07 $33,088 - $35,110
214 Added 7.36%
3,120 $488,000
Q2 2021

Aug 09, 2021

SELL
$152.86 - $162.4 $149,649 - $158,989
-979 Reduced 25.2%
2,906 $461,000
Q1 2021

May 10, 2021

SELL
$134.89 - $153.0 $349,904 - $396,882
-2,594 Reduced 40.04%
3,885 $589,000
Q4 2020

Feb 10, 2021

BUY
$115.84 - $136.73 $181,521 - $214,255
1,567 Added 31.9%
6,479 $886,000
Q3 2020

Nov 02, 2020

SELL
$111.27 - $124.26 $47,623 - $53,183
-428 Reduced 8.01%
4,912 $580,000
Q2 2020

Aug 17, 2020

BUY
$94.52 - $125.14 $504,736 - $668,247
5,340 New
5,340 $601,000
Q2 2020

Jul 27, 2020

SELL
$94.52 - $125.14 $1.24 Million - $1.64 Million
-13,083 Closed
0 $0
Q1 2020

May 13, 2020

SELL
$85.17 - $138.52 $99,223 - $161,375
-1,165 Reduced 8.18%
13,083 $1.3 Million
Q4 2019

Feb 13, 2020

BUY
$123.85 - $136.67 $212,402 - $234,389
1,715 Added 13.68%
14,248 $2.1 Million
Q3 2019

Nov 12, 2019

SELL
$127.92 - $130.25 $124,594 - $126,863
-974 Reduced 7.21%
12,533 $1.61 Million
Q2 2019

Aug 14, 2019

BUY
N/A
821 Added 6.47%
13,507 $1.72 Million
Q1 2019

May 15, 2019

SELL
N/A
-9,971 Reduced 44.01%
12,686 $1.57 Million
Q4 2018

Feb 08, 2019

BUY
N/A
7,881 Added 53.34%
22,657 $2.52 Million
Q3 2018

Nov 14, 2018

SELL
N/A
-178,946 Reduced 92.37%
14,776 $1.87 Million
Q2 2018

Aug 14, 2018

SELL
N/A
-11 Reduced 0.01%
193,722 $23.5 Million
Q1 2018

May 14, 2018

BUY
N/A
2,140 Added 1.12%
193,733 $23.2 Million
Q4 2017

Feb 13, 2018

BUY
N/A
133 Added 0.07%
191,593 $23.8 Million
Q3 2017

Apr 03, 2018

SELL
N/A
-1,116 Reduced 0.58%
191,460 $22.7 Million
Q3 2017

Nov 15, 2017

BUY
N/A
170,369 Added 767.19%
192,576 $22.8 Million
Q2 2017

Sep 20, 2017

SELL
N/A
-243,260 Reduced 91.63%
22,207 $2.54 Million
Q1 2017

Sep 20, 2017

BUY
N/A
265,467
265,467 $30.5 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


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

Track Level Four Advisory Services, LLC Portfolio

Follow Level Four Advisory Services, 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 Level Four Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Level Four Advisory Services, LLC with notifications on news.