Plante Moran Financial Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Plante Moran Financial Advisors, LLC

$1.2 Billion
Q4 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 1,489 shares of IWB stock, worth $493,633. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,489

Previous 1,457 2.2%

Holding current value

$493,633

Previous $458,000 4.59%

% of portfolio

0.04%

Previous 0.04%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$311.11 - $335.64 $9,955 - $10,740	32 Added 2.2%	1,489 $479,000
Q3 2024 Oct 30, 2024	SELL	$283.28 - $314.39 $21,812 - $24,208	-77 Reduced 5.02%	1,457 $458,000
Q3 2023 Nov 07, 2023	SELL	$234.05 - $252.17 $29,022 - $31,269	-124 Reduced 7.48%	1,534 $360,000
Q1 2023 May 08, 2023	SELL	$208.78 - $230.55 $43,843 - $48,415	-210 Reduced 11.24%	1,658 $373,000
Q4 2022 Feb 09, 2023	SELL	$196.94 - $224.49 $373,004 - $425,184	-1,894 Reduced 50.35%	1,868 $393,000
Q3 2022 Nov 02, 2022	BUY	$197.33 - $237.63 $340,591 - $410,149	1,726 Added 84.77%	3,762 $742,000
Q2 2022 Aug 02, 2022	BUY	$201.03 - $253.2 $172,282 - $216,992	857 Added 72.69%	2,036 $423,000
Q1 2022 May 06, 2022	SELL	$230.48 - $266.11 $13,137 - $15,168	-57 Reduced 4.61%	1,179 $295,000
Q4 2021 Feb 09, 2022	SELL	$241.33 - $266.02 $60,815 - $67,037	-252 Reduced 16.94%	1,236 $327,000
Q3 2021 Nov 08, 2021	BUY	$239.32 - $255.42 $172,310 - $183,902	720 Added 93.75%	1,488 $360,000
Q1 2021 May 13, 2021	SELL	$208.89 - $225.24 $387,908 - $418,270	-1,857 Reduced 70.74%	768 $172,000
Q4 2020 Feb 09, 2021	BUY	$182.85 - $211.84 $15,725 - $18,218	86 Added 3.39%	2,625 $556,000
Q3 2020 Nov 12, 2020	BUY	$172.79 - $199.44 $18,661 - $21,539	108 Added 4.44%	2,539 $475,000
Q2 2020 Aug 10, 2020	BUY	$135.3 - $179.75 $13,665 - $18,154	101 Added 4.33%	2,431 $417,000
Q4 2019 Feb 14, 2020	SELL	$159.7 - $178.97 $3.82 Million - $4.28 Million	-23,916 Reduced 91.12%	2,330 $416,000
Q3 2019 Nov 13, 2019	BUY	$163.68 - $167.08 $15,713 - $16,039	96 Added 0.37%	26,246 $0
Q2 2019 Aug 13, 2019	SELL	N/A	-545 Reduced 2.04%	26,150 $4.26 Million
Q1 2019 May 13, 2019	SELL	N/A	-1,020 Reduced 3.68%	26,695 $4.2 Million
Q4 2018 Jan 29, 2019	SELL	N/A	-4,700 Reduced 14.5%	27,715 $3.84 Million
Q3 2018 Nov 09, 2018	SELL	N/A	-3,090 Reduced 8.7%	32,415 $5.24 Million
Q2 2018 Jul 26, 2018	BUY	N/A	20,834 Added 142.01%	35,505 $5.4 Million
Q1 2018 May 01, 2018	SELL	N/A	-9,936 Reduced 40.38%	14,671 $2.16 Million
Q4 2017 Feb 01, 2018	BUY	N/A	374 Added 1.54%	24,607 $3.66 Million
Q3 2017 Nov 08, 2017	BUY	N/A	24,233	24,233 $3.39 Million

Others Institutions Holding IWB

# of Institutions

1,424

Shares Held

94.5M

Call Options Held

221K

Put Options Held

52.5K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Plante Moran Financial Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History