Global Retirement Partners, LLC Ishares Tr Russell 1000 ETF Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Global Retirement Partners, LLC holds 3,347 shares of IWB stock, worth $1.14 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,347

Previous 2,969 12.73%

Holding current value

$1.14 Million

Previous $933,000 15.54%

% of portfolio

0.03%

Previous 0.03%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$311.11 - $335.64 $117,599 - $126,871	378 Added 12.73%	3,347 $1.08 Million
Q3 2024 Oct 16, 2024	BUY	$283.28 - $314.39 $21,245 - $23,579	75 Added 2.59%	2,969 $933,000
Q2 2024 Jul 23, 2024	BUY	$272.21 - $298.72 $42,464 - $46,600	156 Added 5.7%	2,894 $861,000
Q1 2024 Apr 23, 2024	SELL	$257.46 - $288.1 $4,634 - $5,185	-18 Reduced 0.65%	2,738 $788,000
Q4 2023 Jan 18, 2024	SELL	$225.16 - $263.17 $31,522 - $36,843	-140 Reduced 4.83%	2,756 $722,000
Q3 2023 Oct 13, 2023	BUY	$234.05 - $252.17 $11,936 - $12,860	51 Added 1.79%	2,896 $680,000
Q2 2023 Jul 20, 2023	SELL	$221.85 - $243.74 $46,810 - $51,429	-211 Reduced 6.9%	2,845 $693,000
Q1 2023 May 05, 2023	SELL	$208.78 - $230.55 $173,287 - $191,356	-830 Reduced 21.36%	3,056 $688,000
Q4 2022 Feb 13, 2023	BUY	$196.94 - $224.49 $110,680 - $126,163	562 Added 16.91%	3,886 $818,000
Q4 2022 Feb 13, 2023	BUY	$196.94 - $224.49 $110,680 - $126,163	562 Added 16.91%	3,886 $818,000
Q3 2022 Nov 03, 2022	SELL	$197.33 - $237.63 $64,921 - $78,180	-329 Reduced 9.01%	3,324 $708,000
Q1 2022 Jul 14, 2022	BUY	$230.48 - $266.11 $841,943 - $972,099	3,653 New	3,653 $791,000
Q4 2021 Jan 21, 2022	SELL	$241.33 - $266.02 $721,576 - $795,399	-2,990 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$239.32 - $255.42 $113,677 - $121,324	475 Added 18.89%	2,990 $723,000
Q2 2021 Jul 15, 2021	BUY	$226.48 - $242.11 $34,424 - $36,800	152 Added 6.43%	2,515 $609,000
Q4 2020 Jan 13, 2021	BUY	$182.85 - $211.84 $19,747 - $22,878	108 Added 4.79%	2,363 $501,000
Q3 2020 Oct 09, 2020	BUY	$172.79 - $199.44 $81,556 - $94,135	472 Added 26.47%	2,255 $422,000
Q2 2020 Jul 13, 2020	BUY	$135.3 - $179.75 $17,589 - $23,367	130 Added 7.86%	1,783 $306,000
Q1 2020 Apr 28, 2020	BUY	$122.99 - $188.06 $2,459 - $3,761	20 Added 1.22%	1,653 $234,000
Q4 2019 Jan 23, 2020	SELL	$159.7 - $178.97 $17,726 - $19,865	-111 Reduced 6.36%	1,633 $291,000
Q3 2019 Nov 19, 2019	SELL	$163.68 - $167.08 $325,559 - $332,322	-1,989 Reduced 53.28%	1,744 $287,000
Q2 2019 Nov 19, 2019	BUY	N/A	71 Added 1.94%	3,733 $608,000
Q1 2019 May 07, 2019	SELL	N/A	-865 Reduced 19.11%	3,662 $576,000
Q4 2018 Feb 22, 2019	BUY	N/A	2,718 Added 150.25%	4,527 $628,000
Q3 2018 Oct 17, 2018	SELL	N/A	-184 Reduced 9.23%	1,809 $293,000
Q2 2018 Aug 13, 2018	BUY	N/A	135 Added 7.27%	1,993 $303,000
Q1 2018 Aug 10, 2018	BUY	N/A	350 Added 23.21%	1,858 $273,000
Q4 2017 Aug 13, 2018	SELL	N/A	-189 Reduced 11.14%	1,508 $224,000
Q3 2017 Aug 10, 2018	BUY	N/A	357 Added 26.64%	1,697 $237,000
Q2 2017 Aug 10, 2018	BUY	N/A	150 Added 12.61%	1,340 $181,000
Q1 2017 Aug 10, 2018	SELL	N/A	-253 Reduced 17.53%	1,190 $156,000
Q4 2016 Aug 10, 2018	BUY	N/A	1,443	1,443 $180,000

Others Institutions Holding IWB

# of Institutions

1,498

Shares Held

96.1M

Call Options Held

66.9K

Put Options Held

199K

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About ISHARES TR RUSSELL 1000 ETF

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Global Retirement Partners, LLC Ishares Tr Russell 1000 ETF Transaction History