Founders Financial Alliance, LLC Ishares Tr Russell 1000 ETF Transaction History

Founders Financial Alliance, LLC

$332 Million
Q2 2024

A detailed history of Founders Financial Alliance, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 1,784 shares of IWB stock, worth $569,096. This represents 0.16% of its overall portfolio holdings.

Number of Shares

1,784

Previous 3,211 44.44%

Holding current value

$569,096

Previous $924,000 42.64%

% of portfolio

0.16%

Previous 0.28%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 23, 2024	SELL	$272.21 - $298.72 $388,443 - $426,273	-1,427 Reduced 44.44%	1,784 $530,000
Q1 2024 May 14, 2024	BUY	$257.46 - $288.1 $601,426 - $673,001	2,336 Added 266.97%	3,211 $924,000
Q4 2023 Feb 09, 2024	SELL	$225.16 - $263.17 $1,125 - $1,315	-5 Reduced 0.57%	875 $229,000
Q3 2023 Nov 13, 2023	SELL	$234.05 - $252.17 $36,979 - $39,842	-158 Reduced 15.22%	880 $206,000
Q2 2023 Aug 11, 2023	BUY	$221.85 - $243.74 $34,164 - $37,535	154 Added 17.42%	1,038 $253,000
Q4 2022 Feb 15, 2023	SELL	$196.94 - $224.49 $393 - $448	-2 Reduced 0.23%	884 $186,000
Q3 2022 Nov 14, 2022	BUY	$197.33 - $237.63 $13,418 - $16,158	68 Added 8.31%	886 $175,000
Q2 2022 Aug 15, 2022	SELL	$201.03 - $253.2 $13,670 - $17,217	-68 Reduced 7.67%	818 $170,000
Q4 2021 Feb 14, 2022	SELL	$241.33 - $266.02 $4,826 - $5,320	-20 Reduced 2.21%	886 $234,000
Q3 2021 Nov 15, 2021	SELL	$239.32 - $255.42 $5,743 - $6,130	-24 Reduced 2.58%	906 $219,000
Q2 2021 Aug 02, 2021	SELL	$226.48 - $242.11 $4,756 - $5,084	-21 Reduced 2.21%	930 $225,000
Q1 2021 May 14, 2021	SELL	$208.89 - $225.24 $22,769 - $24,551	-109 Reduced 10.28%	951 $220,000
Q4 2020 Feb 04, 2021	BUY	$182.85 - $211.84 $19,930 - $23,090	109 Added 11.46%	1,060 $223,000
Q3 2020 Nov 13, 2020	BUY	$172.79 - $199.44 $164,323 - $189,667	951 New	951 $177,000

Others Institutions Holding IWB

# of Institutions

1,355

Shares Held

93M

Call Options Held

56.9K

Put Options Held

46.1K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Founders Financial Alliance, LLC Ishares Tr Russell 1000 ETF Transaction History