Holistic Financial Partners Ishares Tr Russell 1000 ETF Transaction History

Holistic Financial Partners

  • $197 Million
  • Q4 2024

A detailed history of Holistic Financial Partners transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Holistic Financial Partners holds 760 shares of IWB stock, worth $251,955. This represents 0.12% of its overall portfolio holdings.

Number of Shares
760
Previous 760 -0.0%
Holding current value
$251,955
Previous $238,000 2.52%
% of portfolio
0.12%
Previous 0.12%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$257.46 - $288.1 $195,669 - $218,956
760 New
760 $218,000
Q2 2022

Aug 02, 2022
SELL
$201.03 - $253.2 $172,684 - $217,498
-859 Closed
0 $0
Q3 2021

Nov 12, 2021
SELL
$239.32 - $255.42 $1,914 - $2,043
-8 Reduced 0.92%
859 $208,000
Q2 2021

Aug 13, 2021
BUY
$226.48 - $242.11 $196,358 - $209,909
867 New
867 $210,000
Q1 2019

May 07, 2019
SELL
N/A
-1,587 Closed
0 $0
Q3 2018

Nov 05, 2018
BUY
N/A
1,587 New
1,587 $257,000
Q2 2018

Aug 14, 2018
SELL
N/A
-1,587 Closed
0 $0
Q4 2017

Feb 09, 2018
BUY
N/A
1,587
1,587 $236,000

Others Institutions Holding IWB

# of Institutions
1,424
Shares Held
94.5M
Call Options Held
221K
Put Options Held
52.5K
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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