Marshall Financial Group Inc Ishares Tr Russell 1000 ETF Transaction History

Marshall Financial Group Inc

  • $318 Million
  • Q1 2025

A detailed history of Marshall Financial Group Inc transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Marshall Financial Group Inc holds 5,771 shares of IWB stock, worth $2.01 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
5,771
Previous 5,760 0.19%
Holding current value
$2.01 Million
Previous $1.86 Million 4.58%
% of portfolio
0.56%
Previous 0.57%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$302.31 - $337.54 $3,325 - $3,712
11 Added 0.19%
5,771 $1.77 Million
Q4 2024

Jan 24, 2025
SELL
$311.11 - $335.64 $11,511 - $12,418
-37 Reduced 0.64%
5,760 $1.86 Million
Q3 2024

Nov 04, 2024
BUY
$283.28 - $314.39 $2,832 - $3,143
10 Added 0.17%
5,797 $1.82 Million
Q2 2024

Aug 09, 2024
BUY
$272.21 - $298.72 $2,177 - $2,389
8 Added 0.14%
5,787 $1.72 Million
Q1 2024

May 08, 2024
SELL
$257.46 - $288.1 $161,942 - $181,214
-629 Reduced 9.82%
5,779 $1.66 Million
Q4 2023

Feb 07, 2024
BUY
$225.16 - $263.17 $5,403 - $6,316
24 Added 0.38%
6,408 $1.68 Million
Q3 2023

Nov 02, 2023
SELL
$234.05 - $252.17 $69,746 - $75,146
-298 Reduced 4.46%
6,384 $1.5 Million
Q2 2023

Aug 10, 2023
BUY
$221.85 - $243.74 $1,552 - $1,706
7 Added 0.1%
6,682 $1.63 Million
Q1 2023

May 02, 2023
SELL
$208.78 - $230.55 $67,853 - $74,928
-325 Reduced 4.64%
6,675 $1.5 Million
Q4 2022

Feb 03, 2023
BUY
$196.94 - $224.49 $4,135 - $4,714
21 Added 0.3%
7,000 $1.47 Million
Q2 2022

Aug 10, 2022
SELL
$201.03 - $253.2 $183,138 - $230,665
-911 Reduced 11.55%
6,979 $1.45 Million
Q1 2022

May 10, 2022
SELL
$230.48 - $266.11 $59,694 - $68,922
-259 Reduced 3.18%
7,890 $1.97 Million
Q4 2021

Feb 08, 2022
BUY
$241.33 - $266.02 $2,654 - $2,926
11 Added 0.14%
8,149 $2.16 Million
Q2 2021

Jul 29, 2021
BUY
$226.48 - $242.11 $2,038 - $2,178
9 Added 0.11%
8,138 $1.97 Million
Q4 2020

Feb 04, 2021
BUY
$182.85 - $211.84 $1,279 - $1,482
7 Added 0.09%
8,129 $1.72 Million
Q3 2020

Nov 10, 2020
BUY
$172.79 - $199.44 $31,620 - $36,497
183 Added 2.31%
8,122 $1.52 Million
Q2 2020

Jul 27, 2020
BUY
$135.3 - $179.75 $10,012 - $13,301
74 Added 0.94%
7,939 $1.36 Million
Q4 2019

Feb 05, 2020
BUY
$159.7 - $178.97 $2,395 - $2,684
15 Added 0.19%
7,865 $1.4 Million
Q2 2019

Jul 23, 2019
BUY
N/A
9 Added 0.11%
7,850 $1.28 Million
Q1 2019

Apr 26, 2019
BUY
N/A
7 Added 0.09%
7,841 $1.23 Million
Q4 2018

Feb 11, 2019
BUY
N/A
7,834 New
7,834 $1.09 Million

Others Institutions Holding IWB

# of Institutions
1,528
Shares Held
98M
Call Options Held
66.9K
Put Options Held
199K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Marshall Financial Group Inc Portfolio

Follow Marshall Financial Group Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall Financial Group Inc , based on Form 13F filings with the SEC.

News

Stay updated on Marshall Financial Group Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email