Centerpoint Advisory Group Ishares Russell 1000 Val ETF Transaction History

Centerpoint Advisory Group

  • $102 Billion
  • Q1 2025

A detailed history of Centerpoint Advisory Group transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Centerpoint Advisory Group holds 10,980 shares of IWD stock, worth $1.98 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares
10,980
Previous 10,655 3.05%
Holding current value
$1.98 Million
Previous $1.97 Billion 4.74%
% of portfolio
2.03%
Previous 1.91%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$182.82 - $196.21 $59,416 - $63,768
325 Added 3.05%
10,980 $2.07 Billion
Q4 2024

Jan 30, 2025
BUY
$183.23 - $199.79 $1.95 Million - $2.13 Million
10,655 New
10,655 $1.97 Billion

Others Institutions Holding IWD

# of Institutions
1,883
Shares Held
288M
Call Options Held
1.31M
Put Options Held
1.09M
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 Centerpoint Advisory Group Portfolio

Follow Centerpoint Advisory Group 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 Centerpoint Advisory Group, based on Form 13F filings with the SEC.

News

Stay updated on Centerpoint Advisory Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email