Shepherd Financial Partners LLC Ishares Tr Russell 1000 ETF Transaction History

Shepherd Financial Partners LLC

  • $828 Million
  • Q4 2024

A detailed history of Shepherd Financial Partners LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 2,633 shares of IWB stock, worth $872,023. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,633
Previous 2,657 0.9%
Holding current value
$872,023
Previous $835,000 1.56%
% of portfolio
0.1%
Previous 0.1%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$311.11 - $335.64 $7,466 - $8,055
-24 Reduced 0.9%
2,633 $848,000
Q1 2024

Apr 22, 2024
SELL
$257.46 - $288.1 $772 - $864
-3 Reduced 0.11%
2,657 $765,000
Q4 2023

Feb 12, 2024
SELL
$225.16 - $263.17 $1,576 - $1,842
-7 Reduced 0.26%
2,660 $697,000
Q2 2023

Aug 11, 2023
SELL
$221.85 - $243.74 $47,697 - $52,404
-215 Reduced 7.46%
2,667 $650,000
Q1 2023

May 01, 2023
SELL
$208.78 - $230.55 $7,516 - $8,299
-36 Reduced 1.23%
2,882 $649,000
Q3 2022

Nov 09, 2022
SELL
$197.33 - $237.63 $394 - $475
-2 Reduced 0.07%
2,918 $576,000
Q2 2022

Aug 15, 2022
SELL
$201.03 - $253.2 $27,541 - $34,688
-137 Reduced 4.48%
2,920 $607,000
Q1 2022

May 13, 2022
SELL
$230.48 - $266.11 $20,512 - $23,683
-89 Reduced 2.83%
3,057 $765,000
Q3 2021

Nov 15, 2021
SELL
$239.32 - $255.42 $9,572 - $10,216
-40 Reduced 1.26%
3,146 $760,000
Q2 2021

Aug 16, 2021
SELL
$226.48 - $242.11 $25,365 - $27,116
-112 Reduced 3.4%
3,186 $771,000
Q1 2021

May 14, 2021
SELL
$208.89 - $225.24 $89,404 - $96,402
-428 Reduced 11.49%
3,298 $738,000
Q4 2020

Feb 16, 2021
SELL
$182.85 - $211.84 $44,066 - $51,053
-241 Reduced 6.08%
3,726 $790,000
Q2 2020

Aug 05, 2020
SELL
$135.3 - $179.75 $7,306 - $9,706
-54 Reduced 1.34%
3,967 $681,000
Q1 2020

May 07, 2020
SELL
$122.99 - $188.06 $24,598 - $37,612
-200 Reduced 4.74%
4,021 $569,000
Q2 2019

Aug 05, 2019
BUY
N/A
54 Added 1.3%
4,221 $687,000
Q1 2019

Apr 29, 2019
SELL
N/A
-6 Reduced 0.14%
4,167 $656,000
Q2 2018

Aug 02, 2018
BUY
N/A
180 Added 4.51%
4,173 $636,000
Q1 2018

May 01, 2018
SELL
N/A
-66 Reduced 1.63%
3,993 $586,000
Q4 2017

Feb 14, 2018
BUY
N/A
66 Added 1.65%
4,059 $603,000
Q3 2017

Nov 13, 2017
BUY
N/A
3,993
3,993 $565,000

Others Institutions Holding IWB

# of Institutions
1,438
Shares Held
94.2M
Call Options Held
221K
Put Options Held
52.5K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Shepherd Financial Partners LLC Portfolio

Follow Shepherd Financial Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shepherd Financial Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shepherd Financial Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email