A detailed history of Clarity Financial LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Clarity Financial LLC holds 2,209 shares of IWD stock, worth $413,878. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,209
Previous 2,209 -0.0%
Holding current value
$413,878
Previous $385 Million 8.79%
% of portfolio
0.05%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 18, 2023

BUY
$151.73 - $163.56 $44,456 - $47,923
293 Added 15.29%
2,209 $335 Million
Q2 2023

Jul 20, 2023

BUY
$148.55 - $157.83 $284,621 - $302,402
1,916 New
1,916 $302 Million
Q4 2022

Feb 13, 2023

SELL
$136.78 - $158.99 $19,833 - $23,053
-145 Reduced 7.04%
1,916 $290,000
Q3 2022

Nov 10, 2022

BUY
$135.99 - $161.15 $19,718 - $23,366
145 Added 7.57%
2,061 $280,000
Q1 2022

Apr 18, 2022

BUY
$157.15 - $170.51 $301,099 - $326,697
1,916 New
1,916 $318,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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