Heritage Wealth Advisors Ishares Tr Russell 1000 ETF Transaction History

Heritage Wealth Advisors

$2.16 Billion
Q2 2024

A detailed history of Heritage Wealth Advisors transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 4,010 shares of IWB stock, worth $1.26 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,010

Previous 4,010 -0.0%

Holding current value

$1.26 Million

Previous $1.16 Million 3.29%

% of portfolio

0.06%

Previous 0.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$257.46 - $288.1 $48,917 - $54,739	-190 Reduced 4.52%	4,010 $1.16 Million
Q3 2023 Nov 08, 2023	SELL	$234.05 - $252.17 $46,810 - $50,434	-200 Reduced 4.55%	4,200 $986,000
Q2 2022 Aug 04, 2022	SELL	$201.03 - $253.2 $23,721 - $29,877	-118 Reduced 2.61%	4,400 $914,000
Q3 2021 Nov 02, 2021	SELL	$239.32 - $255.42 $57,915 - $61,811	-242 Reduced 5.08%	4,518 $0
Q2 2021 Aug 09, 2021	SELL	$226.48 - $242.11 $190,469 - $203,614	-841 Reduced 15.02%	4,760 $0
Q2 2021 Jul 27, 2021	BUY	$226.48 - $242.11 $217,194 - $232,183	959 Added 20.66%	5,601 $1.19 Million
Q1 2021 Apr 27, 2021	SELL	$208.89 - $225.24 $200,325 - $216,005	-959 Reduced 17.12%	4,642 $0
Q4 2020 Feb 01, 2021	BUY	$182.85 - $211.84 $182 - $211	1 Added 0.02%	5,601 $1.19 Million
Q3 2020 Nov 03, 2020	SELL	$172.79 - $199.44 $259,185 - $299,160	-1,500 Reduced 21.13%	5,600 $0
Q2 2020 Jul 17, 2020	BUY	$135.3 - $179.75 $554,730 - $736,975	4,100 Added 136.67%	7,100 $0
Q2 2020 Jul 17, 2020	SELL	$135.3 - $179.75 $554,730 - $736,975	-4,100 Reduced 57.75%	3,000 $1.22 Million
Q1 2019 May 06, 2019	BUY	N/A	300 Added 4.41%	7,100 $0
Q4 2018 Jan 28, 2019	BUY	N/A	6,800 New	6,800 $943,000

Others Institutions Holding IWB

# of Institutions

1,340

Shares Held

92.5M

Call Options Held

56.9K

Put Options Held

46.1K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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Heritage Wealth Advisors Ishares Tr Russell 1000 ETF Transaction History