A detailed history of Hc Financial Advisors Inc transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Hc Financial Advisors Inc holds 5,631 shares of IWB stock, worth $1.85 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
5,631
Previous 4,786 17.66%
Holding current value
$1.85 Million
Previous $1.2 Million 2.26%
% of portfolio
0.78%
Previous 0.71%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 25, 2022

BUY
$201.03 - $253.2 $169,870 - $213,954
845 Added 17.66%
5,631 $1.17 Million
Q1 2022

May 04, 2022

BUY
$230.48 - $266.11 $81,820 - $94,469
355 Added 8.01%
4,786 $1.2 Million
Q4 2021

Jan 19, 2022

BUY
$241.33 - $266.02 $30,648 - $33,784
127 Added 2.95%
4,431 $1.17 Million
Q3 2021

Oct 19, 2021

SELL
$239.32 - $255.42 $97,163 - $103,700
-406 Reduced 8.62%
4,304 $1.04 Million
Q2 2021

Jul 28, 2021

SELL
$226.48 - $242.11 $90,592 - $96,844
-400 Reduced 7.83%
4,710 $1.14 Million
Q1 2021

Apr 21, 2021

SELL
$208.89 - $225.24 $3,760 - $4,054
-18 Reduced 0.35%
5,110 $1.14 Million
Q4 2020

Jan 26, 2021

SELL
$182.85 - $211.84 $43,335 - $50,206
-237 Reduced 4.42%
5,128 $1.09 Million
Q3 2020

Oct 30, 2020

SELL
$172.79 - $199.44 $139,095 - $160,549
-805 Reduced 13.05%
5,365 $1 Million
Q2 2020

Jul 28, 2020

SELL
$135.3 - $179.75 $30,848 - $40,983
-228 Reduced 3.56%
6,170 $1.06 Million
Q1 2020

Apr 08, 2020

BUY
$122.99 - $188.06 $26,319 - $40,244
214 Added 3.46%
6,398 $906,000
Q4 2019

Jan 17, 2020

SELL
$159.7 - $178.97 $24,913 - $27,919
-156 Reduced 2.46%
6,184 $1.1 Million
Q3 2019

Oct 15, 2019

BUY
$163.68 - $167.08 $1.04 Million - $1.06 Million
6,340 New
6,340 $1.04 Million
Q4 2018

Jan 25, 2019

SELL
N/A
-4,640 Closed
0 $0
Q1 2018

May 07, 2018

BUY
N/A
4,640 New
4,640 $681,000

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Hc Financial Advisors Inc Portfolio

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

News

Stay updated on Hc Financial Advisors Inc with notifications on news.