Cfs Investment Advisory Services, LLC Ishares Tr Russell 1000 ETF Transaction History

Cfs Investment Advisory Services, LLC

$1.12 Billion
Q4 2024

A detailed history of Cfs Investment Advisory Services, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 4,523 shares of IWB stock, worth $1.5 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

4,523

Previous 4,548 0.55%

Holding current value

$1.5 Million

Previous $1.43 Million 1.89%

% of portfolio

0.13%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$311.11 - $335.64 $7,777 - $8,391	-25 Reduced 0.55%	4,523 $1.46 Million
Q3 2024 Nov 12, 2024	SELL	$283.28 - $314.39 $127,192 - $141,161	-449 Reduced 8.99%	4,548 $1.43 Million
Q2 2024 Aug 13, 2024	BUY	$272.21 - $298.72 $1.36 Million - $1.49 Million	4,997 New	4,997 $1.49 Million
Q2 2023 Jul 21, 2023	BUY	$221.85 - $243.74 $1.36 Million - $1.49 Million	6,124 New	6,124 $1.49 Million
Q2 2022 Aug 16, 2022	SELL	$201.03 - $253.2 $79.2 Million - $99.8 Million	-394,170 Reduced 98.89%	4,442 $923,000
Q1 2022 May 27, 2022	BUY	$230.48 - $266.11 $91.6 Million - $106 Million	397,371 Added 32020.23%	398,612 $2,000
Q4 2021 Feb 14, 2022	BUY	$241.33 - $266.02 $299,490 - $330,130	1,241 New	1,241 $310,000

Others Institutions Holding IWB

# of Institutions

1,407

Shares Held

93.4M

Call Options Held

221K

Put Options Held

52.5K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Industry ETFs

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Cfs Investment Advisory Services, LLC Ishares Tr Russell 1000 ETF Transaction History