Resource Planning Group Ishares Tr Russell 1000 ETF Transaction History

Resource Planning Group

$158 Million
Q4 2023

A detailed history of Resource Planning Group transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Resource Planning Group holds 3,995 shares of IWB stock, worth $1.22 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

3,995

Previous 4,474 10.71%

Holding current value

$1.22 Million

Previous $1.05 Million 0.29%

% of portfolio

0.66%

Previous 0.88%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 09, 2024	SELL	$225.16 - $263.17 $107,851 - $126,058	-479 Reduced 10.71%	3,995 $1.05 Million
Q2 2023 Jul 28, 2023	SELL	$221.85 - $243.74 $33,499 - $36,804	-151 Reduced 3.26%	4,474 $1.09 Million
Q1 2023 May 11, 2023	SELL	$208.78 - $230.55 $9,186 - $10,144	-44 Reduced 0.94%	4,625 $1.04 Million
Q4 2022 Jan 30, 2023	SELL	$196.94 - $224.49 $2,560 - $2,918	-13 Reduced 0.28%	4,669 $982,000
Q3 2022 Nov 03, 2022	SELL	$197.33 - $237.63 $6,906 - $8,317	-35 Reduced 0.74%	4,682 $543,000
Q1 2022 Apr 20, 2022	SELL	$230.48 - $266.11 $100,258 - $115,757	-435 Reduced 8.44%	4,717 $697,000
Q4 2021 Jan 12, 2022	SELL	$241.33 - $266.02 $31,372 - $34,582	-130 Reduced 2.46%	5,152 $853,000
Q3 2021 Oct 12, 2021	SELL	$239.32 - $255.42 $99,317 - $105,999	-415 Reduced 7.28%	5,282 $811,000
Q2 2021 Aug 13, 2021	SELL	$226.48 - $242.11 $62,508 - $66,822	-276 Reduced 4.62%	5,697 $912,000
Q1 2021 Apr 14, 2021	SELL	$208.89 - $225.24 $45,955 - $49,552	-220 Reduced 3.55%	5,973 $905,000
Q4 2020 Feb 03, 2021	SELL	$182.85 - $211.84 $36,204 - $41,944	-198 Reduced 3.1%	6,193 $903,000
Q3 2020 Nov 12, 2020	SELL	$172.79 - $199.44 $82,766 - $95,531	-479 Reduced 6.97%	6,391 $835,000
Q2 2020 Sep 28, 2020	SELL	$135.3 - $179.75 $27,330 - $36,309	-202 Reduced 2.86%	6,870 $848,000
Q1 2020 Apr 14, 2020	SELL	$122.99 - $188.06 $350,029 - $535,218	-2,846 Reduced 28.7%	7,072 $728,000
Q4 2019 Jan 30, 2020	BUY	$159.7 - $178.97 $68,830 - $77,136	431 Added 4.54%	9,918 $1.43 Million
Q3 2019 Oct 23, 2019	SELL	$163.68 - $167.08 $30,935 - $31,578	-189 Reduced 1.95%	9,487 $1.56 Million
Q2 2019 Jul 18, 2019	BUY	N/A	101 Added 1.05%	9,676 $1.58 Million
Q1 2019 May 16, 2019	SELL	N/A	-1,130 Reduced 10.56%	9,575 $1.51 Million
Q4 2018 Jan 29, 2019	SELL	N/A	-6,044 Reduced 36.09%	10,705 $1.49 Million
Q3 2018 Nov 05, 2018	BUY	N/A	16,749 New	16,749 $2.71 Million

Others Institutions Holding IWB

# of Institutions

1,479

Shares Held

98.5M

Call Options Held

79.9K

Put Options Held

306K

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About ISHARES TR RUSSELL 1000 ETF

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Resource Planning Group Ishares Tr Russell 1000 ETF Transaction History