Smi Advisory Services, LLC Ishares Tr Russell 1000 ETF Transaction History

Smi Advisory Services, LLC

  • $385 Million
  • Q3 2024

A detailed history of Smi Advisory Services, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Smi Advisory Services, LLC holds 2,217 shares of IWB stock, worth $714,472. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,217
Previous 2,246 1.29%
Holding current value
$714,472
Previous $668,000 4.34%
% of portfolio
0.18%
Previous 0.17%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
SELL
$283.28 - $314.39 $8,215 - $9,117
-29 Reduced 1.29%
2,217 $697,000
Q2 2024

Jul 15, 2024
BUY
$272.21 - $298.72 $611,383 - $670,925
2,246 New
2,246 $668,000
Q4 2023

Jan 12, 2024
SELL
$225.16 - $263.17 $68,448 - $80,003
-304 Reduced 9.54%
2,882 $755,000
Q3 2023

Nov 14, 2023
SELL
$234.05 - $252.17 $181,154 - $195,179
-774 Reduced 19.55%
3,186 $748,000
Q1 2023

Apr 11, 2023
SELL
$208.78 - $230.55 $26,097 - $28,818
-125 Reduced 3.06%
3,960 $891,000
Q3 2022

Oct 14, 2022
SELL
$197.33 - $237.63 $57,423 - $69,150
-291 Reduced 6.65%
4,085 $806,000
Q2 2022

Aug 25, 2022
SELL
$201.03 - $253.2 $603 - $759
-3 Reduced 0.07%
4,376 $909,000
Q1 2022

Apr 28, 2022
SELL
$230.48 - $266.11 $119,158 - $137,578
-517 Reduced 10.56%
4,379 $1.1 Million
Q4 2021

Jan 19, 2022
SELL
$241.33 - $266.02 $33,303 - $36,710
-138 Reduced 2.74%
4,896 $1.3 Million
Q3 2021

Oct 12, 2021
SELL
$239.32 - $255.42 $157,711 - $168,321
-659 Reduced 11.58%
5,034 $1.22 Million
Q2 2021

Jul 23, 2021
SELL
$226.48 - $242.11 $64,999 - $69,485
-287 Reduced 4.8%
5,693 $1.38 Million
Q1 2021

May 12, 2021
BUY
$208.89 - $225.24 $1.25 Million - $1.35 Million
5,980 New
5,980 $1.34 Million

Others Institutions Holding IWB

# of Institutions
1,372
Shares Held
93.1M
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 Smi Advisory Services, LLC Portfolio

Follow Smi Advisory Services, 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 Smi Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smi Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email