Kelly Financial Services LLC Ishares Tr Russell 1000 ETF Transaction History

Kelly Financial Services LLC

  • $325 Million
  • Q3 2025

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 808 shares of IWB stock, worth $297,247. This represents 0.09% of its overall portfolio holdings.

Number of Shares
808
Previous 904 10.62%
Holding current value
$297,247
Previous $306,000 3.59%
% of portfolio
0.09%
Previous 0.1%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$339.37 - $366.46 $32,579 - $35,180
-96 Reduced 10.62%
808 $295,000
Q2 2025

Jul 17, 2025
BUY
$272.36 - $339.57 $246,213 - $306,971
904 New
904 $306,000
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
1,617
Shares Held
98.5M
Call Options Held
65.9K
Put Options Held
60.7K
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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