Great Valley Advisor Group, Inc. Ishares Tr Russell 1000 ETF Transaction History

Great Valley Advisor Group, Inc.

  • $4.13 Billion
  • Q1 2025

A detailed history of Great Valley Advisor Group, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 14,602 shares of IWB stock, worth $4.73 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
14,602
Previous 16,953 13.87%
Holding current value
$4.73 Million
Previous $5.46 Million 17.98%
% of portfolio
0.11%
Previous 0.13%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$302.31 - $337.54 $710,730 - $793,556
-2,351 Reduced 13.87%
14,602 $4.48 Million
Q4 2024

Feb 24, 2025
BUY
$311.11 - $335.64 $992,440 - $1.07 Million
3,190 Added 23.18%
16,953 $5.46 Million
Q3 2024

Nov 12, 2024
SELL
$283.28 - $314.39 $127,192 - $141,161
-449 Reduced 3.16%
13,763 $4.33 Million
Q2 2024

Jul 16, 2024
SELL
$272.21 - $298.72 $38,381 - $42,119
-141 Reduced 0.98%
14,212 $4.23 Million
Q1 2024

May 03, 2024
SELL
$257.46 - $288.1 $153,188 - $171,419
-595 Reduced 3.98%
14,353 $4.13 Million
Q4 2023

Feb 05, 2024
SELL
$225.16 - $263.17 $955,579 - $1.12 Million
-4,244 Reduced 22.11%
14,948 $3.92 Million
Q3 2023

Nov 06, 2023
SELL
$234.05 - $252.17 $848,899 - $914,620
-3,627 Reduced 15.89%
19,192 $4.51 Million
Q2 2023

Aug 10, 2023
SELL
$221.85 - $243.74 $30,171 - $33,148
-136 Reduced 0.59%
22,819 $5.56 Million
Q1 2023

May 02, 2023
BUY
$208.78 - $230.55 $14,823 - $16,369
71 Added 0.31%
22,955 $5.17 Million
Q4 2022

Jan 31, 2023
SELL
$196.94 - $224.49 $184,138 - $209,898
-935 Reduced 3.93%
22,884 $4.82 Million
Q3 2022

Oct 21, 2022
SELL
$197.33 - $237.63 $1.14 Million - $1.38 Million
-5,788 Reduced 19.55%
23,819 $4.7 Million
Q2 2022

Jul 19, 2022
BUY
$201.03 - $253.2 $1.02 Million - $1.29 Million
5,090 Added 20.76%
29,607 $6.15 Million
Q1 2022

Apr 20, 2022
SELL
$230.48 - $266.11 $431,689 - $498,424
-1,873 Reduced 7.1%
24,517 $6.13 Million
Q4 2021

Feb 10, 2022
SELL
$241.33 - $266.02 $25,098 - $27,666
-104 Reduced 0.39%
26,390 $6.97 Million
Q3 2021

Oct 14, 2021
BUY
$239.32 - $255.42 $14,359 - $15,325
60 Added 0.23%
26,494 $6.4 Million
Q2 2021

Jul 27, 2021
BUY
$226.48 - $242.11 $5.99 Million - $6.4 Million
26,434 New
26,434 $6.4 Million

Others Institutions Holding IWB

# of Institutions
1,498
Shares Held
96.1M
Call Options Held
66.9K
Put Options Held
199K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Great Valley Advisor Group, Inc. Portfolio

Follow Great Valley Advisor Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Valley Advisor Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Great Valley Advisor Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email