Clarity Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Clarity Wealth Advisors, LLC

  • $444 Million
  • Q3 2025

A detailed history of Clarity Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Clarity Wealth Advisors, LLC holds 1,028 shares of IWD stock, worth $210,524. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,028
Holding current value
$210,524
% of portfolio
0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$192.76 - $203.86 $198,157 - $209,568
1,028 New
1,028 $209,000
Q2 2020

Aug 04, 2020
SELL
$94.52 - $125.14 $201,800 - $267,173
-2,135 Closed
0 $0
Q1 2020

Apr 29, 2020
BUY
$85.17 - $138.52 $181,837 - $295,740
2,135 New
2,135 $211,000

Others Institutions Holding IWD

# of Institutions
1,997
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
Track This Portfolio

Track Clarity Wealth Advisors, LLC Portfolio

Follow Clarity Wealth Advisors, 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 Clarity Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clarity Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email