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

Sc&H Financial Advisors, Inc.

$468 Million
Q1 2025

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 5,268 shares of IWB stock, worth $1.71 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

5,268

Previous 5,266 0.04%

Holding current value

$1.71 Million

Previous $1.7 Million 4.78%

% of portfolio

0.35%

Previous 0.37%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$302.31 - $337.54 $604 - $675	2 Added 0.04%	5,268 $1.62 Million
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

1,498

Shares Held

96.1M

Call Options Held

66.9K

Put Options Held

199K

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About ISHARES TR RUSSELL 1000 ETF

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