Mps Loria Financial Planners, LLC Ishares Tr Russell 1000 ETF Transaction History

Mps Loria Financial Planners, LLC

$338 Million
Q4 2024

A detailed history of Mps Loria Financial Planners, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Mps Loria Financial Planners, LLC holds 377,918 shares of IWB stock, worth $124 Million. This represents 36.06% of its overall portfolio holdings.

Number of Shares

377,918

Previous 384,285 1.66%

Holding current value

$124 Million

Previous $121 Million 0.77%

% of portfolio

36.06%

Previous 36.4%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$311.11 - $335.64 $1.98 Million - $2.14 Million	-6,367 Reduced 1.66%	377,918 $122 Million
Q3 2024 Oct 21, 2024	BUY	$283.28 - $314.39 $1.29 Million - $1.43 Million	4,552 Added 1.2%	384,285 $121 Million
Q2 2024 Jul 10, 2024	SELL	$272.21 - $298.72 $1.74 Million - $1.91 Million	-6,389 Reduced 1.65%	379,733 $113 Million
Q1 2024 Apr 17, 2024	BUY	$257.46 - $288.1 $5.58 Million - $6.24 Million	21,657 Added 5.94%	386,122 $111 Million
Q4 2023 Feb 07, 2024	SELL	$225.16 - $263.17 $247,450 - $289,223	-1,099 Reduced 0.3%	364,465 $95.6 Million
Q3 2023 Oct 20, 2023	BUY	$234.05 - $252.17 $1.32 Million - $1.42 Million	5,630 Added 1.56%	365,564 $85.9 Million
Q2 2023 Jul 21, 2023	SELL	$221.85 - $243.74 $1.14 Million - $1.25 Million	-5,118 Reduced 1.4%	359,934 $87.7 Million
Q1 2023 Apr 11, 2023	SELL	$208.78 - $230.55 $1.34 Million - $1.48 Million	-6,438 Reduced 1.73%	365,052 $82.2 Million
Q4 2022 Jan 23, 2023	BUY	$196.94 - $224.49 $6.44 Million - $7.34 Million	32,681 Added 9.65%	371,490 $0
Q3 2022 Nov 14, 2022	SELL	$197.33 - $237.63 $4.75 Million - $5.73 Million	-24,093 Reduced 6.64%	338,809 $66.9 Million
Q2 2022 Jul 19, 2022	BUY	$201.03 - $253.2 $1.48 Million - $1.86 Million	7,365 Added 2.07%	362,902 $75.4 Million
Q1 2022 May 10, 2022	BUY	$230.48 - $266.11 $175,856 - $203,041	763 Added 0.22%	355,537 $88.9 Million
Q4 2021 Feb 07, 2022	SELL	$241.33 - $266.02 $102,082 - $112,526	-423 Reduced 0.12%	354,774 $93.8 Million
Q3 2021 Oct 29, 2021	BUY	$239.32 - $255.42 $2.03 Million - $2.16 Million	8,468 Added 2.44%	355,197 $85.9 Million
Q2 2021 Jul 20, 2021	BUY	$226.48 - $242.11 $2.09 Million - $2.23 Million	9,221 Added 2.73%	346,729 $83.9 Million
Q1 2021 May 03, 2021	BUY	$208.89 - $225.24 $1.9 Million - $2.04 Million	9,079 Added 2.76%	337,508 $75.5 Million
Q4 2020 Feb 02, 2021	SELL	$182.85 - $211.84 $915,529 - $1.06 Million	-5,007 Reduced 1.5%	328,429 $68.6 Million
Q3 2020 Oct 13, 2020	SELL	$172.79 - $199.44 $251,927 - $290,783	-1,458 Reduced 0.44%	333,436 $62.4 Million
Q2 2020 Aug 13, 2020	BUY	$135.3 - $179.75 $1.08 Million - $1.43 Million	7,960 Added 2.43%	334,894 $57.5 Million
Q1 2020 May 01, 2020	SELL	$122.99 - $188.06 $234,664 - $358,818	-1,908 Reduced 0.58%	326,934 $46.3 Million
Q4 2019 Feb 07, 2020	SELL	$159.7 - $178.97 $135,106 - $151,408	-846 Reduced 0.26%	328,842 $58.7 Million
Q3 2019 Nov 12, 2019	SELL	$163.68 - $167.08 $401,998 - $410,348	-2,456 Reduced 0.74%	329,688 $54.2 Million
Q2 2019 Jul 31, 2019	BUY	N/A	7,489 Added 2.31%	332,144 $54.1 Million
Q1 2019 Apr 25, 2019	SELL	N/A	-613 Reduced 0.19%	324,655 $51.1 Million
Q4 2018 Jan 10, 2019	BUY	N/A	8,721 Added 2.76%	325,268 $45.1 Million
Q3 2018 Nov 08, 2018	BUY	N/A	316,547 New	316,547 $50.7 Million
Q2 2018 Aug 02, 2018	SELL	N/A	-300,657 Closed	0 $0
Q1 2018 Apr 20, 2018	BUY	N/A	112 Added 0.04%	300,657 $44.2 Million
Q4 2017 Jan 24, 2018	SELL	N/A	-1,935 Reduced 0.64%	300,545 $44.7 Million
Q3 2017 Oct 24, 2017	BUY	N/A	1,505 Added 0.5%	302,480 $42.3 Million
Q2 2017 Sep 18, 2017	BUY	N/A	300,975	300,975 $41.2 Million

Others Institutions Holding IWB

# of Institutions

1,391

Shares Held

92.8M

Call Options Held

221K

Put Options Held

52.5K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Mps Loria Financial Planners, LLC Ishares Tr Russell 1000 ETF Transaction History