Heritage Financial Services, LLC Ishares Tr Russell 1000 ETF Transaction History

Heritage Financial Services, LLC

  • $991 Million
  • Q1 2025

A detailed history of Heritage Financial Services, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Heritage Financial Services, LLC holds 1,716 shares of IWB stock, worth $571,857. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,716
Previous 1,766 2.83%
Holding current value
$571,857
Previous $568,000 7.39%
% of portfolio
0.05%
Previous 0.08%

Shares

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

May 14, 2025
SELL
$302.31 - $337.54 $15,115 - $16,877
-50 Reduced 2.83%
1,716 $526,000
Q1 2024

May 14, 2024
SELL
$257.46 - $288.1 $137,226 - $153,557
-533 Reduced 23.18%
1,766 $508,000
Q3 2022

Nov 03, 2022
BUY
$197.33 - $237.63 $295,008 - $355,256
1,495 Added 185.95%
2,299 $453,000
Q2 2022

Jul 19, 2022
BUY
$201.03 - $253.2 $161,628 - $203,572
804 New
804 $167,000

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
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