A detailed history of Clear Point Advisors Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Clear Point Advisors Inc. holds 303 shares of IWD stock, worth $56,412. This represents 0.04% of its overall portfolio holdings.

Number of Shares
303
Previous 301 0.66%
Holding current value
$56,412
Previous $54 Million 2.2%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$169.4 - $179.05 $338 - $358
2 Added 0.66%
303 $52.8 Million
Q1 2024

May 15, 2024

BUY
$161.84 - $179.11 $161 - $179
1 Added 0.33%
301 $54 Million
Q4 2023

May 15, 2024

BUY
$143.69 - $165.7 $43,107 - $49,710
300 New
300 $49.6 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Clear Point Advisors Inc. Portfolio

Follow Clear Point Advisors Inc. 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 Clear Point Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Clear Point Advisors Inc. with notifications on news.