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 $219,179. This represents 0.05% of its overall portfolio holdings.

Number of Shares

660

Previous 574 14.98%

Holding current value

$219,179

Previous $171 Million 20.49%

% of portfolio

0.05%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,413

Shares Held

93.7M

Call Options Held

221K

Put Options Held

52.5K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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