Personal Cfo Solutions, LLC Ishares Tr Russell 1000 ETF Transaction History

Personal Cfo Solutions, LLC

$482 Million
Q1 2025

A detailed history of Personal Cfo Solutions, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 775 shares of IWB stock, worth $236,119. This represents 0.05% of its overall portfolio holdings.

Number of Shares

775

Holding current value

$236,119

% of portfolio

0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$302.31 - $337.54 $234,290 - $261,593	775 New	775 $237,000
Q1 2024 May 13, 2024	SELL	$257.46 - $288.1 $190,520 - $213,194	-740 Reduced 50.37%	729 $209,000
Q4 2023 Feb 13, 2024	BUY	$225.16 - $263.17 $118,884 - $138,953	528 Added 56.11%	1,469 $385,000
Q3 2023 Nov 13, 2023	BUY	$234.05 - $252.17 $220,241 - $237,291	941 New	941 $221,000
Q4 2022 Feb 14, 2023	BUY	$196.94 - $224.49 $340,115 - $387,694	1,727 New	1,727 $363,000
Q2 2022 Aug 05, 2022	BUY	$201.03 - $253.2 $502,373 - $632,746	2,499 New	2,499 $519,000
Q1 2022 May 02, 2022	SELL	$230.48 - $266.11 $203,052 - $234,442	-881 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$241.33 - $266.02 $212,611 - $234,363	881 New	881 $233,000
Q2 2020 Aug 03, 2020	SELL	$135.3 - $179.75 $1.03 Million - $1.37 Million	-7,598 Closed	0 $0
Q1 2020 Apr 30, 2020	BUY	$122.99 - $188.06 $934,478 - $1.43 Million	7,598 New	7,598 $1.08 Million

Others Institutions Holding IWB

# of Institutions

1,482

Shares Held

97M

Call Options Held

79.9K

Put Options Held

306K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Personal Cfo Solutions, LLC Ishares Tr Russell 1000 ETF Transaction History