Rtd Financial Advisors, Inc. Ishares Tr Russell 1000 ETF Transaction History

Rtd Financial Advisors, Inc.

$744 Million
Q2 2024

A detailed history of Rtd Financial Advisors, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 102,803 shares of IWB stock, worth $32.3 Million. This represents 4.11% of its overall portfolio holdings.

Number of Shares

102,803

Previous 105,359 2.43%

Holding current value

$32.3 Million

Previous $30.3 Million 0.8%

% of portfolio

4.11%

Previous 4.08%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	SELL	$272.21 - $298.72 $695,768 - $763,528	-2,556 Reduced 2.43%	102,803 $30.6 Million
Q1 2024 Apr 19, 2024	SELL	$257.46 - $288.1 $363,533 - $406,797	-1,412 Reduced 1.32%	105,359 $30.3 Million
Q4 2023 Jan 17, 2024	SELL	$225.16 - $263.17 $643,282 - $751,876	-2,857 Reduced 2.61%	106,771 $28 Million
Q3 2023 Oct 19, 2023	SELL	$234.05 - $252.17 $439,779 - $473,827	-1,879 Reduced 1.69%	109,628 $25.8 Million
Q2 2023 Jul 13, 2023	SELL	$221.85 - $243.74 $316,358 - $347,573	-1,426 Reduced 1.26%	111,507 $27.2 Million
Q1 2023 Apr 18, 2023	SELL	$208.78 - $230.55 $22,339 - $24,668	-107 Reduced 0.09%	112,933 $25.4 Million
Q4 2022 Jan 24, 2023	SELL	$196.94 - $224.49 $91,577 - $104,387	-465 Reduced 0.41%	113,040 $0
Q3 2022 Oct 12, 2022	SELL	$197.33 - $237.63 $720,254 - $867,349	-3,650 Reduced 3.12%	113,505 $22.4 Million
Q2 2022 Jul 21, 2022	BUY	$201.03 - $253.2 $3 Million - $3.78 Million	14,917 Added 14.59%	117,155 $24.3 Million
Q1 2022 May 03, 2022	BUY	$230.48 - $266.11 $214,576 - $247,748	931 Added 0.92%	102,238 $25.6 Million
Q4 2021 May 02, 2022	BUY	$241.33 - $266.02 $24.4 Million - $26.9 Million	101,307 New	101,307 $26.8 Million

Others Institutions Holding IWB

# of Institutions

1,340

Shares Held

92.5M

Call Options Held

56.9K

Put Options Held

46.1K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Rtd Financial Advisors, Inc. Ishares Tr Russell 1000 ETF Transaction History