Brewster Financial Planning LLC Ishares Tr Russell 1000 ETF Transaction History

Brewster Financial Planning LLC

  • $116 Million
  • Q1 2024

A detailed history of Brewster Financial Planning LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Brewster Financial Planning LLC holds 125,692 shares of IWB stock, worth $37.9 Million. This represents 31.14% of its overall portfolio holdings.

Number of Shares
125,692
Previous 128,841 2.44%
Holding current value
$37.9 Million
Previous $33.8 Million 7.14%
% of portfolio
31.14%
Previous 30.56%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
SELL
$257.46 - $288.1 $810,741 - $907,226
-3,149 Reduced 2.44%
125,692 $36.2 Million
Q4 2023

Jan 17, 2024
BUY
$225.16 - $263.17 $167,293 - $195,535
743 Added 0.58%
128,841 $33.8 Million
Q3 2023

Oct 17, 2023
SELL
$234.05 - $252.17 $555,166 - $598,147
-2,372 Reduced 1.82%
128,098 $30.1 Million
Q2 2023

Jul 17, 2023
SELL
$221.85 - $243.74 $649,576 - $713,670
-2,928 Reduced 2.19%
130,470 $31.8 Million
Q1 2023

Apr 27, 2023
BUY
$208.78 - $230.55 $110,862 - $122,422
531 Added 0.4%
133,398 $30 Million
Q4 2022

Jan 13, 2023
BUY
$205.85 - $224.49 $743,118 - $810,408
3,610 Added 2.79%
132,867 $0
Q3 2022

Oct 27, 2022
SELL
N/A
-37 Reduced 0.03%
129,257 $25.5 Million
Q2 2022

Jul 26, 2022
SELL
N/A
-1,497 Reduced 1.14%
129,294 $26.9 Million
Q1 2022

Apr 21, 2022
SELL
N/A
-990 Reduced 0.75%
130,791 $32.7 Million
Q4 2021

Jan 24, 2022
BUY
N/A
131,781 New
131,781 $34.8 Million

Others Institutions Holding IWB

# of Institutions
1,295
Shares Held
95.6M
Call Options Held
61.3K
Put Options Held
158K
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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