A detailed history of Fermata Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Fermata Advisors, LLC holds 1,929 shares of IWB stock, worth $635,393. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,929
Previous 2,921 33.96%
Holding current value
$635,393
Previous $918,000 32.35%
% of portfolio
0.12%
Previous 0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025

SELL
$311.11 - $335.64 $308,621 - $332,954
-992 Reduced 33.96%
1,929 $621,000
Q3 2024

Oct 09, 2024

SELL
$283.28 - $314.39 $43,341 - $48,101
-153 Reduced 4.98%
2,921 $918,000
Q2 2024

Jul 12, 2024

BUY
$272.21 - $298.72 $29,670 - $32,560
109 Added 3.68%
3,074 $914,000
Q1 2024

Apr 12, 2024

BUY
$257.46 - $288.1 $763,368 - $854,216
2,965 New
2,965 $854,000

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


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