Dowling & Yahnke LLC Ishares Tr Russell 1000 ETF Transaction History

Dowling & Yahnke LLC

  • $215 Million
  • Q3 2022

A detailed history of Dowling & Yahnke LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Dowling & Yahnke LLC holds 3,309 shares of IWB stock, worth $1.02 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
3,309
Previous 3,346 1.11%
Holding current value
$1.02 Million
Previous $695,000 6.04%
% of portfolio
0.3%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 02, 2022
SELL
$197.33 - $237.63 $7,301 - $8,792
-37 Reduced 1.11%
3,309 $653,000
Q2 2022

Aug 10, 2022
BUY
$201.03 - $253.2 $7,438 - $9,368
37 Added 1.12%
3,346 $695,000
Q1 2022

May 04, 2022
SELL
$230.48 - $266.11 $7,144 - $8,249
-31 Reduced 0.93%
3,309 $827,000
Q2 2021

Jul 21, 2021
BUY
$226.48 - $242.11 $104,860 - $112,096
463 Added 16.09%
3,340 $809,000
Q4 2020

Jan 28, 2021
SELL
$182.85 - $211.84 $57,963 - $67,153
-317 Reduced 9.92%
2,877 $609,000
Q2 2020

Jul 31, 2020
SELL
$135.3 - $179.75 $25,030 - $33,253
-185 Reduced 5.47%
3,194 $548,000
Q4 2019

Jan 27, 2020
SELL
$159.7 - $178.97 $7,984 - $8,948
-50 Reduced 1.46%
3,379 $603,000
Q2 2019

Jul 22, 2019
SELL
N/A
-856 Reduced 19.98%
3,429 $558,000
Q1 2019

Apr 30, 2019
BUY
N/A
716 Added 20.06%
4,285 $674,000
Q2 2018

Jul 30, 2018
SELL
N/A
-100 Reduced 2.73%
3,569 $542,000
Q1 2018

May 01, 2018
SELL
N/A
-100 Reduced 2.65%
3,669 $539,000
Q4 2017

Feb 02, 2018
BUY
N/A
100 Added 2.73%
3,769 $560,000
Q3 2017

Nov 08, 2017
BUY
N/A
3,669
3,669 $513,000

Others Institutions Holding IWB

# of Institutions
1,472
Shares Held
98.2M
Call Options Held
79.9K
Put Options Held
306K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Dowling & Yahnke LLC Portfolio

Follow Dowling & Yahnke LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dowling & Yahnke LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dowling & Yahnke LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email