Kelman Lazarov, Inc. Ishares Tr Russell 1000 ETF Transaction History

Kelman Lazarov, Inc.

$525 Million
Q3 2024

A detailed history of Kelman Lazarov, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 1,656 shares of IWB stock, worth $545,469. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,656

Previous 1,688 1.9%

Holding current value

$545,469

Previous $502,000 3.59%

% of portfolio

0.1%

Previous 0.1%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$283.28 - $314.39 $9,064 - $10,060	-32 Reduced 1.9%	1,656 $520,000
Q1 2024 May 09, 2024	BUY	$257.46 - $288.1 $12,100 - $13,540	47 Added 2.86%	1,688 $486,000
Q4 2023 Feb 01, 2024	SELL	$225.16 - $263.17 $41,654 - $48,686	-185 Reduced 10.13%	1,641 $430,000
Q1 2023 May 04, 2023	SELL	$208.78 - $230.55 $1,461 - $1,613	-7 Reduced 0.38%	1,826 $411,000
Q2 2022 Aug 08, 2022	BUY	$201.03 - $253.2 $37,190 - $46,842	185 Added 11.23%	1,833 $381,000
Q2 2021 Aug 10, 2021	SELL	$226.48 - $242.11 $28,536 - $30,505	-126 Reduced 7.1%	1,648 $399,000
Q3 2020 Nov 12, 2020	SELL	$172.79 - $199.44 $34,903 - $40,286	-202 Reduced 10.22%	1,774 $332,000
Q2 2020 Jul 29, 2020	SELL	$135.3 - $179.75 $10,012 - $13,301	-74 Reduced 3.61%	1,976 $339,000
Q1 2020 Apr 27, 2020	SELL	$122.99 - $188.06 $5,534 - $8,462	-45 Reduced 2.15%	2,050 $290,000
Q4 2019 Jan 29, 2020	SELL	$159.7 - $178.97 $1,756 - $1,968	-11 Reduced 0.52%	2,095 $374,000
Q2 2019 Jul 22, 2019	SELL	N/A	-250 Reduced 10.61%	2,106 $343,000
Q4 2018 Feb 11, 2019	SELL	N/A	-166 Reduced 6.58%	2,356 $327,000
Q4 2017 Jan 23, 2018	BUY	N/A	424 Added 20.21%	2,522 $375,000
Q3 2017 Oct 05, 2017	BUY	N/A	2,098	2,098 $293,000

Others Institutions Holding IWB

# of Institutions

1,389

Shares Held

92.9M

Call Options Held

221K

Put Options Held

52.5K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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Kelman Lazarov, Inc. Ishares Tr Russell 1000 ETF Transaction History