Halpern Financial, Inc. Ishares Tr Russell 1000 ETF Transaction History

Halpern Financial, Inc.

  • $389 Billion
  • Q3 2024

A detailed history of Halpern Financial, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Halpern Financial, Inc. holds 660 shares of IWB stock, worth $212,223. This represents 0.05% of its overall portfolio holdings.

Number of Shares
660
Previous 574 14.98%
Holding current value
$212,223
Previous $171 Million 20.49%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024
BUY
$283.28 - $314.39 $24,362 - $27,037
86 Added 14.98%
660 $206 Million
Q4 2023

Jan 19, 2024
BUY
$225.16 - $263.17 $35,124 - $41,054
156 Added 37.32%
574 $148 Million
Q3 2023

Oct 10, 2023
BUY
$234.05 - $252.17 $65,065 - $70,103
278 Added 198.57%
418 $98.2 Million
Q1 2023

Sep 21, 2023
SELL
$208.78 - $230.55 $4,175 - $4,611
-20 Reduced 12.5%
140 $31.5 Million
Q1 2022

Sep 21, 2023
SELL
$230.48 - $266.11 $23,048 - $26,611
-100 Reduced 38.46%
160 $40 Million
Q4 2021

Sep 21, 2023
BUY
$241.33 - $266.02 $62,745 - $69,165
260 New
260 $68.8 Million

Others Institutions Holding IWB

# of Institutions
1,374
Shares Held
93.3M
Call Options Held
221K
Put Options Held
52.5K
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 Halpern Financial, Inc. Portfolio

Follow Halpern Financial, 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 Halpern Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Halpern Financial, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email