Sc&H Financial Advisors, Inc. Ishares Tr Russell 1000 ETF Transaction History

Sc&H Financial Advisors, Inc.

$379 Million
Q1 2024

A detailed history of Sc&H Financial Advisors, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Sc&H Financial Advisors, Inc. holds 5,257 shares of IWB stock, worth $1.59 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

5,257

Previous 5,254 0.06%

Holding current value

$1.59 Million

Previous $1.38 Million 9.95%

% of portfolio

0.4%

Previous 0.4%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$257.46 - $288.1 $772 - $864	3 Added 0.06%	5,257 $1.51 Million
Q4 2023 Feb 01, 2024	BUY	$225.16 - $263.17 $1,576 - $1,842	7 Added 0.13%	5,254 $1.38 Million
Q2 2023 Aug 07, 2023	BUY	$221.85 - $243.74 $2,218 - $2,437	10 Added 0.19%	5,247 $1.28 Million
Q1 2023 May 12, 2023	BUY	$208.78 - $230.55 $2,922 - $3,227	14 Added 0.27%	5,237 $1.18 Million
Q4 2022 Feb 10, 2023	BUY	$205.85 - $224.49 $190,411 - $207,653	925 Added 21.52%	5,223 $1.1 Million

Q3 2022 Nov 09, 2022	SELL	N/A	-397 Reduced 8.46%	4,298 $848,000
Q2 2022 Aug 10, 2022	BUY	N/A	1,889 Added 67.32%	4,695 $976,000
Q1 2022 May 10, 2022	BUY	N/A	9 Added 0.32%	2,806 $702,000
Q4 2021 Feb 10, 2022	BUY	N/A	2,797 New	2,797 $740,000

Others Institutions Holding IWB

# of Institutions

1,295

Shares Held

95.6M

Call Options Held

61.3K

Put Options Held

158K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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Sc&H Financial Advisors, Inc. Ishares Tr Russell 1000 ETF Transaction History