Bms Financial Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Bms Financial Advisors, LLC

  • $148 Million
  • Q2 2023

A detailed history of Bms Financial Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 1,469 shares of IWB stock, worth $540,415. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,469
Previous 1,347 9.06%
Holding current value
$540,415
Previous $303,000 18.15%
% of portfolio
0.24%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023
BUY
$221.85 - $243.74 $27,065 - $29,736
122 Added 9.06%
1,469 $358,000
Q1 2023

Apr 10, 2023
BUY
$208.78 - $230.55 $281,226 - $310,550
1,347 New
1,347 $303,000

Others Institutions Holding IWB

# of Institutions
1,615
Shares Held
98.3M
Call Options Held
65.9K
Put Options Held
60.7K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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