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

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

1,374

Shares Held

93.3M

Call Options Held

221K

Put Options Held

52.5K

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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