Claro Advisors LLC IWD Holdings History
Claro Advisors LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, Claro Advisors LLC held 85,768.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $16.14 Mil. This investment constitutes 2.16% of their stock portfolio, and Claro Advisors LLC now holds 0.03% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2018Q4. And since then Claro Advisors LLC has made 6 purchases of IWD, at an average price of $175.89, for a total of 88,677.00 shares. In addition, there have been 3 sales at an average price of $167.61 for 2,909.00 shares. Based on historical transaction data and IWD's current price of $197.98, Claro Advisors LLC's estimated gain on his IWD holdings is $1.87 Mil, reflecting a 11.99% gain to date.
Claro Advisors LLC IWD ($197.98) Holding Chart
Claro Advisors LLC IWD ($197.98) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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