Sja Financial Advisory, LLC Ishares Tr Russell 1000 ETF Transaction History

Sja Financial Advisory, LLC

$139 Million
Q4 2024

A detailed history of Sja Financial Advisory, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Sja Financial Advisory, LLC holds 8,334 shares of IWB stock, worth $2.8 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares

8,334

Previous 8,391 0.68%

Holding current value

$2.8 Million

Previous $2.64 Million 1.74%

% of portfolio

1.93%

Previous 1.81%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$311.11 - $335.64 $17,733 - $19,131	-57 Reduced 0.68%	8,334 $2.68 Million
Q3 2024 Nov 25, 2024	BUY	$283.28 - $314.39 $372,229 - $413,108	1,314 Added 18.57%	8,391 $2.64 Million
Q2 2024 Jul 31, 2024	BUY	$272.21 - $298.72 $102,078 - $112,020	375 Added 5.6%	7,077 $2.11 Million
Q1 2024 May 10, 2024	SELL	$257.46 - $288.1 $21,884 - $24,488	-85 Reduced 1.25%	6,702 $1.93 Million
Q4 2023 Feb 14, 2024	SELL	$225.16 - $263.17 $26,794 - $31,317	-119 Reduced 1.72%	6,787 $1.78 Million
Q3 2023 Nov 15, 2023	SELL	$234.05 - $252.17 $13,574 - $14,625	-58 Reduced 0.83%	6,906 $1.62 Million
Q2 2023 Aug 14, 2023	SELL	$221.85 - $243.74 $90,071 - $98,958	-406 Reduced 5.51%	6,964 $1.7 Million
Q1 2023 Apr 28, 2023	SELL	$208.78 - $230.55 $626 - $691	-3 Reduced 0.04%	7,370 $1.66 Million
Q4 2022 Feb 14, 2023	BUY	$196.94 - $224.49 $8,862 - $10,102	45 Added 0.61%	7,373 $1.55 Million
Q3 2022 Feb 14, 2023	BUY	$197.33 - $237.63 $1,183 - $1,425	6 Added 0.08%	7,328 $0
Q2 2022 Aug 03, 2022	SELL	$201.03 - $253.2 $15,680 - $19,749	-78 Reduced 1.05%	7,322 $1.52 Million
Q1 2022 Apr 21, 2022	BUY	$230.48 - $266.11 $3,687 - $4,257	16 Added 0.22%	7,400 $1.85 Million
Q4 2021 Feb 16, 2022	SELL	$241.33 - $266.02 $13,031 - $14,365	-54 Reduced 0.73%	7,384 $1.95 Million
Q3 2021 Nov 08, 2021	SELL	$239.32 - $255.42 $2,153 - $2,298	-9 Reduced 0.12%	7,438 $1.8 Million
Q2 2021 Jul 21, 2021	BUY	$226.48 - $242.11 $2,264 - $2,421	10 Added 0.13%	7,447 $1.8 Million
Q1 2021 May 14, 2021	SELL	$208.89 - $225.24 $10,444 - $11,262	-50 Reduced 0.67%	7,437 $1.67 Million
Q4 2020 Feb 08, 2021	SELL	$182.85 - $211.84 $39,312 - $45,545	-215 Reduced 2.79%	7,487 $1.59 Million
Q3 2020 Nov 06, 2020	SELL	$172.79 - $199.44 $4,665 - $5,384	-27 Reduced 0.35%	7,702 $1.44 Million
Q2 2020 Aug 12, 2020	SELL	$135.3 - $179.75 $25,165 - $33,433	-186 Reduced 2.35%	7,729 $1.33 Million
Q1 2020 May 11, 2020	SELL	$122.99 - $188.06 $3,935 - $6,017	-32 Reduced 0.4%	7,915 $1.12 Million
Q4 2019 Feb 05, 2020	BUY	$159.7 - $178.97 $8,623 - $9,664	54 Added 0.68%	7,947 $1.42 Million
Q3 2019 Oct 30, 2019	BUY	$163.68 - $167.08 $1,473 - $1,503	9 Added 0.11%	7,893 $1.3 Million
Q2 2019 Aug 02, 2019	SELL	N/A	-123 Reduced 1.54%	7,884 $1.28 Million
Q1 2019 May 03, 2019	BUY	N/A	556 Added 7.46%	8,007 $1.26 Million
Q4 2018 Jan 28, 2019	BUY	N/A	7,451 New	7,451 $1.03 Million

Others Institutions Holding IWB

# of Institutions

1,457

Shares Held

96.1M

Call Options Held

247K

Put Options Held

168K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Sja Financial Advisory, LLC Ishares Tr Russell 1000 ETF Transaction History