Kelly Financial Services LLC Ishares Tr Russell 1000 ETF Transaction History

Kelly Financial Services LLC

$268 Million
Q2 2024

A detailed history of Kelly Financial Services LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Kelly Financial Services LLC holds 175 shares of IWB stock, worth $53,879. This represents 0.02% of its overall portfolio holdings.

Number of Shares

175

Previous 343 48.98%

Holding current value

$53,879

Previous $98,000 46.94%

% of portfolio

0.02%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$272.21 - $298.72 $45,731 - $50,184	-168 Reduced 48.98%	175 $52,000
Q1 2024 Jul 17, 2024	SELL	$257.46 - $288.1 $4,891 - $5,473	-19 Reduced 5.25%	343 $98,000
Q4 2023 Jul 17, 2024	BUY	$225.16 - $263.17 $20,714 - $24,211	92 Added 34.07%	362 $95 Million
Q3 2023 Jul 17, 2024	BUY	$234.05 - $252.17 $1,638 - $1,765	7 Added 2.66%	270 $63.4 Million
Q2 2023 Jul 17, 2024	BUY	$221.85 - $243.74 $45,479 - $49,966	205 Added 353.45%	263 $64.1 Million
Q1 2023 Jul 17, 2024	BUY	$208.78 - $230.55 $2,087 - $2,305	10 Added 20.83%	58 $13.1 Million
Q3 2022 Jul 17, 2024	SELL	$197.33 - $237.63 $12,037 - $14,495	-61 Reduced 55.96%	48 $9.47 Million
Q2 2022 Jul 17, 2024	BUY	$201.03 - $253.2 $12,865 - $16,204	64 Added 142.22%	109 $22.7 Million
Q1 2022 Jul 17, 2024	BUY	$230.48 - $266.11 $10,371 - $11,974	45 New	45 $11.3 Million

Others Institutions Holding IWB

# of Institutions

1,339

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
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Kelly Financial Services LLC Ishares Tr Russell 1000 ETF Transaction History