A detailed history of Capstone Financial Advisors, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 688,502 shares of IWB stock, worth $224 Million. This represents 13.54% of its overall portfolio holdings.

Number of Shares
688,502
Previous 701,251 1.82%
Holding current value
$224 Million
Previous $202 Million 1.42%
% of portfolio
13.54%
Previous 13.57%

Shares

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

Aug 13, 2024

SELL
$272.21 - $298.72 $3.47 Million - $3.81 Million
-12,749 Reduced 1.82%
688,502 $205 Million
Q1 2024

May 14, 2024

SELL
$257.46 - $288.1 $1.46 Million - $1.64 Million
-5,690 Reduced 0.8%
701,251 $202 Million
Q4 2023

Feb 13, 2024

SELL
$225.16 - $263.17 $4.34 Million - $5.07 Million
-19,267 Reduced 2.65%
706,941 $185 Million
Q3 2023

Nov 13, 2023

SELL
$234.05 - $252.17 $3.18 Million - $3.43 Million
-13,587 Reduced 1.84%
726,208 $171 Million
Q2 2023

Aug 14, 2023

SELL
$221.85 - $243.74 $2.08 Million - $2.29 Million
-9,381 Reduced 1.25%
739,795 $180 Million
Q1 2023

May 12, 2023

SELL
$208.78 - $230.55 $1.98 Million - $2.18 Million
-9,470 Reduced 1.25%
749,176 $169 Million
Q4 2022

Feb 15, 2023

SELL
$196.94 - $224.49 $2.42 Million - $2.76 Million
-12,290 Reduced 1.59%
758,646 $160 Million
Q3 2022

Nov 14, 2022

SELL
$197.33 - $237.63 $2.18 Million - $2.63 Million
-11,068 Reduced 1.42%
770,936 $152 Million
Q2 2022

Sep 02, 2022

SELL
$201.03 - $253.2 $10.9 Million - $13.8 Million
-54,332 Reduced 6.5%
782,004 $162 Million
Q1 2022

May 13, 2022

SELL
$230.48 - $266.11 $3.48 Million - $4.01 Million
-15,078 Reduced 1.77%
836,336 $209 Million
Q4 2021

Feb 11, 2022

SELL
$241.33 - $266.02 $7.19 Million - $7.93 Million
-29,811 Reduced 3.38%
851,414 $225 Million
Q3 2021

Nov 15, 2021

SELL
$239.32 - $255.42 $78.6 Million - $83.9 Million
-328,606 Reduced 27.16%
881,225 $213 Million
Q2 2021

Aug 16, 2021

SELL
$226.48 - $242.11 $86.4 Million - $92.4 Million
-381,444 Reduced 23.97%
1,209,831 $293 Million
Q1 2021

May 13, 2021

BUY
$208.89 - $225.24 $8.59 Million - $9.26 Million
41,104 Added 2.65%
1,591,275 $356 Million
Q4 2020

Feb 16, 2021

BUY
$182.85 - $211.84 $8.05 Million - $9.33 Million
44,020 Added 2.92%
1,550,171 $328 Million
Q3 2020

Nov 13, 2020

BUY
$172.79 - $199.44 $5.38 Million - $6.2 Million
31,109 Added 2.11%
1,506,151 $282 Million
Q2 2020

Aug 14, 2020

BUY
$135.3 - $179.75 $84.2 Million - $112 Million
622,398 Added 73.0%
1,475,042 $253 Million
Q1 2020

May 14, 2020

BUY
$122.99 - $188.06 $105 Million - $160 Million
852,644 New
852,644 $121 Million

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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