LEVEL FOUR ADVISORY SERVICES, LLC IWD Holdings History
LEVEL FOUR ADVISORY SERVICES, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, LEVEL FOUR ADVISORY SERVICES, LLC held 40,694.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $7.66 Mil. This investment constitutes 0.31% of their stock portfolio, and LEVEL FOUR ADVISORY SERVICES, LLC now holds 0.01% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2018Q2. And since then LEVEL FOUR ADVISORY SERVICES, LLC has made 11 purchases of IWD, at an average price of $148.97, for a total of 359,674.00 shares. In addition, there have been 17 sales at an average price of $146.74 for 318,980.00 shares. Based on historical transaction data and IWD's current price of $194.23, LEVEL FOUR ADVISORY SERVICES, LLC's estimated gain on his IWD holdings is $1.13 Mil, reflecting a 2.11% gain to date.
LEVEL FOUR ADVISORY SERVICES, LLC IWD ($194.23) Holding Chart
LEVEL FOUR ADVISORY SERVICES, LLC IWD ($194.23) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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