Heritage Investment Group, Inc. Ishares Tr Russell 1000 ETF Transaction History

Heritage Investment Group, Inc.

  • $569 Million
  • Q2 2025

A detailed history of Heritage Investment Group, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 49,633 shares of IWB stock, worth $17.3 Million. This represents 2.96% of its overall portfolio holdings.

Number of Shares
49,633
Previous 32,480 52.81%
Holding current value
$17.3 Million
Previous $9.96 Million 69.17%
% of portfolio
2.96%
Previous 1.88%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$272.36 - $339.57 $4.67 Million - $5.82 Million
17,153 Added 52.81%
49,633 $16.9 Million
Q1 2025

Apr 25, 2025
SELL
$302.31 - $337.54 $535,088 - $597,445
-1,770 Reduced 5.17%
32,480 $9.96 Million
Q4 2024

Jan 28, 2025
BUY
$311.11 - $335.64 $253,243 - $273,210
814 Added 2.43%
34,250 $11 Million
Q3 2024

Nov 06, 2024
SELL
$283.28 - $314.39 $52,690 - $58,476
-186 Reduced 0.55%
33,436 $10.5 Million
Q2 2024

Jul 22, 2024
SELL
$272.21 - $298.72 $220,217 - $241,664
-809 Reduced 2.35%
33,622 $10 Million
Q1 2024

May 02, 2024
SELL
$257.46 - $288.1 $217,811 - $243,732
-846 Reduced 2.4%
34,431 $9.92 Million
Q4 2023

Feb 01, 2024
SELL
$225.16 - $263.17 $1.14 Million - $1.33 Million
-5,046 Reduced 12.51%
35,277 $9.25 Million
Q3 2023

Nov 03, 2023
SELL
$234.05 - $252.17 $3.32 Million - $3.58 Million
-14,182 Reduced 26.02%
40,323 $9.47 Million
Q2 2023

Jul 17, 2023
SELL
$221.85 - $243.74 $80,975 - $88,965
-365 Reduced 0.67%
54,505 $13.3 Million
Q1 2023

May 02, 2023
SELL
$208.78 - $230.55 $543,663 - $600,352
-2,604 Reduced 4.53%
54,870 $12.4 Million
Q4 2022

Feb 06, 2023
BUY
$196.94 - $224.49 $878,352 - $1 Million
4,460 Added 8.41%
57,474 $12.1 Million
Q3 2022

Nov 07, 2022
BUY
$197.33 - $237.63 $1.94 Million - $2.34 Million
9,828 Added 22.76%
53,014 $10.5 Million
Q2 2022

Aug 02, 2022
BUY
$201.03 - $253.2 $5.7 Million - $7.18 Million
28,366 Added 191.4%
43,186 $8.97 Million
Q1 2022

May 03, 2022
BUY
$230.48 - $266.11 $3.42 Million - $3.94 Million
14,820 New
14,820 $3.71 Million

Others Institutions Holding IWB

# of Institutions
1,528
Shares Held
98M
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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