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

Plante Moran Financial Advisors, LLC

  • $1.17 Billion
  • Q3 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 1,457 shares of IWB stock, worth $483,272. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,457
Previous 1,534 5.02%
Holding current value
$483,272
Previous $456,000 0.44%
% of portfolio
0.04%
Previous 0.05%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,373
Shares Held
93.2M
Call Options Held
221K
Put Options Held
52.5K
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 Plante Moran Financial Advisors, LLC Portfolio

Follow Plante Moran Financial Advisors, 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 Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email