Kmg Fiduciary Partners, LLC Ishares Tr Russell 1000 ETF Transaction History

Kmg Fiduciary Partners, LLC

$1.14 Billion
Q3 2024

A detailed history of Kmg Fiduciary Partners, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 8,699 shares of IWB stock, worth $2.83 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

8,699

Previous 9,544 8.85%

Holding current value

$2.83 Million

Previous $2.84 Million 3.7%

% of portfolio

0.24%

Previous 0.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$283.28 - $314.39 $239,371 - $265,659	-845 Reduced 8.85%	8,699 $2.73 Million
Q2 2024 Jul 17, 2024	SELL	$272.21 - $298.72 $46,820 - $51,379	-172 Reduced 1.77%	9,544 $2.84 Million
Q1 2024 Apr 10, 2024	BUY	$257.46 - $288.1 $30,380 - $33,995	118 Added 1.23%	9,716 $2.8 Million
Q3 2023 Oct 25, 2023	BUY	$234.05 - $252.17 $116,790 - $125,832	499 Added 5.48%	9,598 $2.25 Million
Q1 2023 Apr 13, 2023	BUY	$208.78 - $230.55 $1.37 Million - $1.51 Million	6,568 Added 259.5%	9,099 $2.05 Million
Q4 2022 Jan 12, 2023	BUY	$196.94 - $224.49 $191,228 - $217,979	971 Added 62.24%	2,531 $0
Q4 2021 Jan 12, 2022	BUY	$241.33 - $266.02 $376,474 - $414,991	1,560 New	1,560 $413,000

Others Institutions Holding IWB

# of Institutions

1,373

Shares Held

93.2M

Call Options Held

221K

Put Options Held

52.5K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kmg Fiduciary Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kmg Fiduciary Partners, LLC with notifications on news.

Account

Kmg Fiduciary Partners, LLC Ishares Tr Russell 1000 ETF Transaction History