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

Mps Loria Financial Planners, LLC

  • $336 Million
  • Q1 2025

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 342,260 shares of IWB stock, worth $104 Million. This represents 31.24% of its overall portfolio holdings.

Number of Shares
342,260
Previous 377,918 9.44%
Holding current value
$104 Million
Previous $122 Million 13.77%
% of portfolio
31.24%
Previous 36.06%

Shares

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

Apr 22, 2025
SELL
$302.31 - $337.54 $10.8 Million - $12 Million
-35,658 Reduced 9.44%
342,260 $105 Million
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
1,498
Shares Held
97.1M
Call Options Held
79.9K
Put Options Held
306K
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 Mps Loria Financial Planners, LLC Portfolio

Follow Mps Loria Financial Planners, LLC 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 Mps Loria Financial Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mps Loria Financial Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email