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

Sc&H Financial Advisors, Inc.

$461 Million
Q4 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 5,266 shares of IWB stock, worth $1.76 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

5,266

Previous 5,263 0.06%

Holding current value

$1.76 Million

Previous $1.65 Million 2.54%

% of portfolio

0.37%

Previous 0.37%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$311.11 - $335.64 $933 - $1,006	3 Added 0.06%	5,266 $1.7 Million
Q3 2024 Oct 24, 2024	BUY	$283.28 - $314.39 $849 - $943	3 Added 0.06%	5,263 $1.65 Million
Q2 2024 Aug 01, 2024	BUY	$272.21 - $298.72 $816 - $896	3 Added 0.06%	5,260 $1.57 Million
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	$196.94 - $224.49 $182,169 - $207,653	925 Added 21.52%	5,223 $1.1 Million
Q3 2022 Nov 09, 2022	SELL	$197.33 - $237.63 $78,340 - $94,339	-397 Reduced 8.46%	4,298 $848,000
Q2 2022 Aug 10, 2022	BUY	$201.03 - $253.2 $379,745 - $478,294	1,889 Added 67.32%	4,695 $976,000
Q1 2022 May 10, 2022	BUY	$230.48 - $266.11 $2,074 - $2,394	9 Added 0.32%	2,806 $702,000
Q4 2021 Feb 10, 2022	BUY	$241.33 - $266.02 $675,000 - $744,057	2,797 New	2,797 $740,000

Others Institutions Holding IWB

# of Institutions

1,423

Shares Held

94.7M

Call Options Held

221K

Put Options Held

52.5K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sc&H Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sc&H Financial Advisors, Inc. with notifications on news.

Account

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