Family Firm, Inc. Ishares Tr Russell 1000 ETF Transaction History

Family Firm, Inc.

$578 Million
Q4 2024

A detailed history of Family Firm, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Family Firm, Inc. holds 10,875 shares of IWB stock, worth $3.29 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

10,875

Previous 10,937 0.57%

Holding current value

$3.29 Million

Previous $3.44 Million 1.89%

% of portfolio

0.61%

Previous 0.37%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$311.11 - $335.64 $19,288 - $20,809	-62 Reduced 0.57%	10,875 $3.5 Million
Q3 2024 Oct 17, 2024	SELL	$283.28 - $314.39 $114,161 - $126,699	-403 Reduced 3.55%	10,937 $3.44 Million
Q2 2024 Jul 24, 2024	BUY	$272.21 - $298.72 $7,077 - $7,766	26 Added 0.23%	11,340 $3.37 Million
Q1 2024 May 01, 2024	BUY	$257.46 - $288.1 $7,981 - $8,931	31 Added 0.27%	11,314 $3.26 Million
Q4 2023 Feb 05, 2024	SELL	$225.16 - $263.17 $45,932 - $53,686	-204 Reduced 1.78%	11,283 $2.96 Million
Q3 2023 Oct 19, 2023	SELL	$234.05 - $252.17 $28,554 - $30,764	-122 Reduced 1.05%	11,487 $2.7 Million
Q2 2023 Aug 08, 2023	BUY	$221.85 - $243.74 $5,989 - $6,580	27 Added 0.23%	11,609 $2.83 Million
Q1 2023 May 01, 2023	BUY	$208.78 - $230.55 $8,351 - $9,222	40 Added 0.35%	11,582 $2.61 Million
Q4 2022 Feb 07, 2023	BUY	$196.94 - $224.49 $18,709 - $21,326	95 Added 0.83%	11,542 $2.43 Million
Q3 2022 Nov 15, 2022	SELL	$197.33 - $237.63 $123,923 - $149,231	-628 Reduced 5.2%	11,447 $2.26 Million
Q2 2022 Dec 01, 2022	BUY	$201.03 - $253.2 $135,293 - $170,403	673 Added 5.88%	12,120 $2.52 Million
Q1 2022 Nov 30, 2022	BUY	$230.48 - $266.11 $152,577 - $176,164	662 Added 5.78%	12,109 $3.03 Million
Q4 2021 Feb 02, 2022	BUY	$241.33 - $266.02 $8,205 - $9,044	34 Added 0.28%	12,075 $3.19 Million
Q3 2021 Oct 22, 2021	BUY	$239.32 - $255.42 $9,094 - $9,705	38 Added 0.32%	12,041 $3.07 Million
Q2 2021 Jul 21, 2021	SELL	$226.48 - $242.11 $34,424 - $36,800	-152 Reduced 1.25%	12,003 $2.91 Million
Q1 2021 May 06, 2021	SELL	$208.89 - $225.24 $208 - $225	-1 Reduced 0.01%	12,155 $2.72 Million
Q4 2020 Jan 20, 2021	BUY	$182.85 - $211.84 $535,384 - $620,267	2,928 Added 31.73%	12,156 $2.6 Million
Q3 2020 Nov 04, 2020	SELL	$172.79 - $199.44 $520,097 - $600,314	-3,010 Reduced 24.6%	9,228 $1.73 Million
Q2 2020 Aug 10, 2020	BUY	$135.3 - $179.75 $3,923 - $5,212	29 Added 0.24%	12,238 $2.1 Million
Q1 2020 Apr 29, 2020	SELL	$122.99 - $188.06 $636,104 - $972,646	-5,172 Reduced 29.76%	12,209 $1.73 Million
Q4 2019 Feb 04, 2020	SELL	$159.7 - $178.97 $906,936 - $1.02 Million	-5,679 Reduced 24.63%	17,381 $3.1 Million
Q2 2019 Aug 06, 2019	BUY	N/A	58 Added 0.25%	23,060 $3.73 Million
Q1 2019 May 06, 2019	BUY	N/A	44 Added 0.19%	23,002 $3.59 Million
Q4 2018 Feb 05, 2019	BUY	N/A	1,110 Added 5.08%	22,958 $3.14 Million
Q3 2018 Oct 31, 2018	BUY	N/A	48 Added 0.22%	21,848 $3.51 Million
Q2 2018 Aug 03, 2018	BUY	N/A	4,150 Added 23.51%	21,800 $3.28 Million
Q1 2018 Apr 26, 2018	SELL	N/A	-1,180 Reduced 6.27%	17,650 $2.59 Million
Q4 2017 Feb 07, 2018	SELL	N/A	-408 Reduced 2.12%	18,830 $2.8 Million
Q3 2017 Nov 07, 2017	SELL	N/A	-135 Reduced 0.7%	19,238 $2.69 Million
Q2 2017 Aug 08, 2017	BUY	N/A	19,373	19,373 $2.62 Million

Others Institutions Holding IWB

# of Institutions

1,471

Shares Held

98.1M

Call Options Held

79.9K

Put Options Held

306K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Firm, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Family Firm, Inc. with notifications on news.

Account