Oldfather Financial Services, LLC Ishares Tr Russell 1000 ETF Transaction History

Oldfather Financial Services, LLC

$262 Million
Q4 2024

A detailed history of Oldfather Financial Services, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Oldfather Financial Services, LLC holds 2,772 shares of IWB stock, worth $913,069. This represents 0.34% of its overall portfolio holdings.

Number of Shares

2,772

Previous 3,083 10.09%

Holding current value

$913,069

Previous $969,000 7.84%

% of portfolio

0.34%

Previous 0.37%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$311.11 - $335.64 $96,755 - $104,384	-311 Reduced 10.09%	2,772 $893,000
Q3 2024 Oct 28, 2024	SELL	$283.28 - $314.39 $283 - $314	-1 Reduced 0.03%	3,083 $969,000
Q2 2024 Jul 24, 2024	SELL	$272.21 - $298.72 $59,886 - $65,718	-220 Reduced 6.66%	3,084 $917,000
Q4 2023 Jan 16, 2024	BUY	$225.16 - $263.17 $4,953 - $5,789	22 Added 0.67%	3,304 $866,000
Q3 2023 Oct 25, 2023	SELL	$234.05 - $252.17 $14,745 - $15,886	-63 Reduced 1.88%	3,282 $770,000
Q2 2023 Jul 27, 2023	BUY	$221.85 - $243.74 $141,540 - $155,506	638 Added 23.57%	3,345 $815,000
Q1 2023 May 01, 2023	SELL	$208.78 - $230.55 $4,384 - $4,841	-21 Reduced 0.77%	2,707 $609,000
Q4 2022 Feb 02, 2023	BUY	$196.94 - $224.49 $11,225 - $12,795	57 Added 2.13%	2,728 $574,000
Q3 2022 Oct 14, 2022	BUY	$197.33 - $237.63 $107,347 - $129,270	544 Added 25.58%	2,671 $527,000
Q4 2021 Feb 17, 2022	SELL	$241.33 - $266.02 $78,432 - $86,456	-325 Reduced 13.25%	2,127 $528,000
Q3 2021 Nov 15, 2021	SELL	$239.32 - $255.42 $19,384 - $20,689	-81 Reduced 3.2%	2,452 $645,000
Q2 2021 Aug 11, 2021	SELL	$226.48 - $242.11 $49,825 - $53,264	-220 Reduced 7.99%	2,533 $632,000
Q4 2020 Feb 08, 2021	BUY	$182.85 - $211.84 $5,668 - $6,567	31 Added 1.14%	2,753 $0
Q3 2020 Oct 16, 2020	BUY	$172.79 - $199.44 $130,802 - $150,976	757 Added 38.52%	2,722 $531,000
Q1 2020 May 13, 2020	BUY	$122.99 - $188.06 $241,675 - $369,537	1,965 New	1,965 $311,000

Others Institutions Holding IWB

# of Institutions

1,389

Shares Held

92.9M

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 Oldfather Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oldfather Financial Services, LLC with notifications on news.

Account

Oldfather Financial Services, LLC Ishares Tr Russell 1000 ETF Transaction History