Financial Advisory Service, Inc. Ishares Tr Russell 1000 ETF Transaction History

Financial Advisory Service, Inc.

$1.11 Billion
Q4 2024

A detailed history of Financial Advisory Service, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 1,422 shares of IWB stock, worth $439,213. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,422

Previous 1,435 0.91%

Holding current value

$439,213

Previous $451,000 1.55%

% of portfolio

0.04%

Previous 0.04%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$311.11 - $335.64 $4,044 - $4,363	-13 Reduced 0.91%	1,422 $458,000
Q3 2024 Oct 17, 2024	BUY	$283.28 - $314.39 $283 - $314	1 Added 0.07%	1,435 $451,000
Q1 2024 Apr 29, 2024	SELL	$257.46 - $288.1 $1,287 - $1,440	-5 Reduced 0.35%	1,434 $413,000
Q4 2023 Jan 23, 2024	SELL	$225.16 - $263.17 $5,403 - $6,316	-24 Reduced 1.64%	1,439 $377,000
Q3 2023 Oct 23, 2023	SELL	$234.05 - $252.17 $4,915 - $5,295	-21 Reduced 1.42%	1,463 $343,000
Q2 2023 Aug 08, 2023	BUY	$221.85 - $243.74 $443 - $487	2 Added 0.13%	1,484 $361,000
Q1 2023 May 11, 2023	BUY	$208.78 - $230.55 $1,043 - $1,152	5 Added 0.34%	1,482 $333,000
Q4 2022 Feb 01, 2023	BUY	$196.94 - $224.49 $5,711 - $6,510	29 Added 2.0%	1,477 $310,000
Q3 2022 Oct 20, 2022	SELL	$197.33 - $237.63 $2,170 - $2,613	-11 Reduced 0.75%	1,448 $286,000
Q2 2022 Aug 02, 2022	BUY	$201.03 - $253.2 $201 - $253	1 Added 0.07%	1,459 $303,000
Q4 2021 Feb 11, 2022	SELL	$241.33 - $266.02 $3,619 - $3,990	-15 Reduced 1.02%	1,458 $386,000
Q3 2021 Nov 15, 2021	SELL	$239.32 - $255.42 $19,384 - $20,689	-81 Reduced 5.21%	1,473 $356,000
Q4 2020 Feb 10, 2021	SELL	$182.85 - $211.84 $1,279 - $1,482	-7 Reduced 0.45%	1,554 $329,000
Q3 2020 Nov 16, 2020	BUY	$172.79 - $199.44 $4,146 - $4,786	24 Added 1.56%	1,561 $292,000
Q3 2019 Nov 06, 2019	SELL	$163.68 - $167.08 $9,657 - $9,857	-59 Reduced 3.7%	1,537 $253,000
Q1 2019 May 13, 2019	SELL	N/A	-337 Reduced 17.43%	1,596 $251,000
Q4 2018 Feb 08, 2019	BUY	N/A	105 Added 5.74%	1,933 $268,000
Q3 2017 Oct 19, 2017	BUY	N/A	1,828	1,828 $256,000

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

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 Financial Advisory Service, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Advisory Service, Inc. with notifications on news.

Account

Financial Advisory Service, Inc. Ishares Tr Russell 1000 ETF Transaction History