Financial Services Advisory Inc Ishares Tr Russell 1000 ETF Transaction History

Financial Services Advisory Inc

$422 Million
Q4 2024

A detailed history of Financial Services Advisory Inc transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Financial Services Advisory Inc holds 59,193 shares of IWB stock, worth $19.7 Million. This represents 4.52% of its overall portfolio holdings.

Number of Shares

59,193

Previous 57,437 3.06%

Holding current value

$19.7 Million

Previous $18.1 Million 5.6%

% of portfolio

4.52%

Previous 4.41%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$311.11 - $335.64 $546,309 - $589,383	1,756 Added 3.06%	59,193 $19.1 Million
Q3 2024 Oct 31, 2024	BUY	$283.28 - $314.39 $236,255 - $262,201	834 Added 1.47%	57,437 $18.1 Million
Q2 2024 Jul 30, 2024	BUY	$272.21 - $298.72 $105,617 - $115,903	388 Added 0.69%	56,603 $16.8 Million
Q1 2024 May 06, 2024	BUY	$257.46 - $288.1 $101,696 - $113,799	395 Added 0.71%	56,215 $16.2 Million
Q4 2023 Feb 09, 2024	BUY	$225.16 - $263.17 $12.6 Million - $14.7 Million	55,820 New	55,820 $14.6 Million
Q1 2022 May 12, 2022	SELL	$230.48 - $266.11 $1.11 Million - $1.28 Million	-4,803 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$241.33 - $266.02 $337,138 - $371,629	1,397 Added 41.02%	4,803 $883,000
Q3 2021 Oct 21, 2021	SELL	$239.32 - $255.42 $32,786 - $34,992	-137 Reduced 3.87%	3,406 $823,000
Q2 2021 Jul 14, 2021	BUY	$226.48 - $242.11 $98,518 - $105,317	435 Added 14.0%	3,543 $858,000
Q1 2021 Apr 09, 2021	SELL	$208.89 - $225.24 $368,690 - $397,548	-1,765 Reduced 36.22%	3,108 $696,000
Q4 2020 Jan 20, 2021	BUY	$182.85 - $211.84 $914 - $1,059	5 Added 0.1%	4,873 $1.03 Million
Q3 2020 Oct 20, 2020	SELL	$172.79 - $199.44 $8.92 Million - $10.3 Million	-51,648 Reduced 91.39%	4,868 $911,000
Q2 2020 Jul 17, 2020	BUY	$135.3 - $179.75 $7.65 Million - $10.2 Million	56,516 New	56,516 $9.7 Million

Others Institutions Holding IWB

# of Institutions

1,423

Shares Held

94.7M

Call Options Held

221K

Put Options Held

52.5K

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

News

Stay updated on Financial Services Advisory Inc with notifications on news.

Account

Financial Services Advisory Inc Ishares Tr Russell 1000 ETF Transaction History