Clear Perspectives Financial Planning, LLC Ishares Russell 1000 Val ETF Transaction History

Clear Perspectives Financial Planning, LLC

  • $178 Million
  • Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 1,128 shares of IWD stock, worth $217,297. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,128
Previous 1,818 37.95%
Holding current value
$217,297
Previous $275,000 37.82%
% of portfolio
0.1%
Previous 0.15%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023
SELL
$145.2 - $161.56 $100,187 - $111,476
-690 Reduced 37.95%
1,128 $171,000
Q4 2022

Feb 13, 2023
SELL
$136.78 - $158.99 $105,594 - $122,740
-772 Reduced 29.81%
1,818 $275,000
Q3 2022

Nov 09, 2022
SELL
$135.99 - $161.15 $121,031 - $143,423
-890 Reduced 25.57%
2,590 $352,000
Q2 2022

Aug 11, 2022
SELL
$140.99 - $168.41 $531,532 - $634,905
-3,770 Reduced 52.0%
3,480 $505,000
Q1 2022

May 12, 2022
BUY
$157.15 - $170.51 $77,160 - $83,720
491 Added 7.26%
7,250 $1.2 Million
Q4 2021

Feb 09, 2022
BUY
$157.12 - $168.08 $36,766 - $39,330
234 Added 3.59%
6,759 $1.14 Million
Q3 2021

Nov 05, 2021
BUY
$154.62 - $164.07 $176,112 - $186,875
1,139 Added 21.15%
6,525 $1.02 Million
Q2 2021

Aug 05, 2021
BUY
$152.86 - $162.4 $741,523 - $787,802
4,851 Added 906.73%
5,386 $854,000
Q1 2021

May 06, 2021
BUY
$134.89 - $153.0 $67,445 - $76,500
500 Added 1428.57%
535 $81,000
Q4 2020

Feb 01, 2021
BUY
$115.84 - $136.73 $4,054 - $4,785
35 New
35 $5,000

Others Institutions Holding IWD

# of Institutions
1,871
Shares Held
284M
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
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