Centerpoint Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Centerpoint Advisors, LLC

  • $322 Million
  • Q3 2025

A detailed history of Centerpoint Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Centerpoint Advisors, LLC holds 2,170 shares of IWD stock, worth $444,394. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,170
Previous 2,170 -0.0%
Holding current value
$444,394
Previous $421,000 4.99%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Jan 31, 2025
SELL
$183.23 - $199.79 $121,115 - $132,061
-661 Reduced 23.35%
2,170 $402,000
Q2 2024

Jul 30, 2024
BUY
$169.4 - $179.05 $479,571 - $506,890
2,831 New
2,831 $494,000
Q4 2022

Jan 24, 2023
SELL
$136.78 - $158.99 $2,872 - $3,338
-21 Reduced 80.77%
5 $1,000
Q3 2021

Oct 25, 2021
BUY
$154.62 - $164.07 $4,020 - $4,265
26 New
26 $4,000
Q2 2021

Jul 26, 2021
SELL
$152.86 - $162.4 $10,700 - $11,368
-70 Closed
0 $0
Q4 2017

Mar 14, 2018
BUY
N/A
70
70 $9,000

Others Institutions Holding IWD

# of Institutions
1,993
Shares Held
265M
Call Options Held
342K
Put Options Held
5.28M
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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