Soltis Investment Advisors LLC Ishares Tr Russell 1000 ETF Transaction History

Soltis Investment Advisors LLC

  • $1.01 Billion
  • Q3 2024

A detailed history of Soltis Investment Advisors LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 1,744 shares of IWB stock, worth $573,601. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,744
Previous 1,838 5.11%
Holding current value
$573,601
Previous $546,000 0.37%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Nov 18, 2024
SELL
$283.28 - $314.39 $26,628 - $29,552
-94 Reduced 5.11%
1,744 $548,000
Q2 2024

Aug 12, 2024
SELL
$272.21 - $298.72 $35,931 - $39,431
-132 Reduced 6.7%
1,838 $546,000
Q1 2024

Apr 29, 2024
BUY
$257.46 - $288.1 $16,477 - $18,438
64 Added 3.36%
1,970 $567,000
Q4 2023

Jan 26, 2024
BUY
$225.16 - $263.17 $95,693 - $111,847
425 Added 28.7%
1,906 $499,000
Q3 2023

Nov 08, 2023
BUY
$234.05 - $252.17 $13,574 - $14,625
58 Added 4.08%
1,481 $347,000
Q2 2023

Aug 08, 2023
BUY
$221.85 - $243.74 $26,843 - $29,492
121 Added 9.29%
1,423 $346,000
Q1 2023

May 03, 2023
SELL
$208.78 - $230.55 $15,240 - $16,830
-73 Reduced 5.31%
1,302 $293,000
Q4 2022

Feb 09, 2023
BUY
$196.94 - $224.49 $37,418 - $42,653
190 Added 16.03%
1,375 $289,000
Q3 2022

Nov 14, 2022
BUY
$197.33 - $237.63 $233,836 - $281,591
1,185 New
1,185 $234,000
Q2 2022

Aug 11, 2022
SELL
$201.03 - $253.2 $163,035 - $205,345
-811 Closed
0 $0
Q1 2022

May 06, 2022
SELL
$230.48 - $266.11 $58,772 - $67,858
-255 Reduced 23.92%
811 $203,000
Q4 2021

Feb 09, 2022
BUY
$241.33 - $266.02 $55,747 - $61,450
231 Added 27.66%
1,066 $282,000
Q3 2021

Nov 09, 2021
BUY
$239.32 - $255.42 $199,832 - $213,275
835 New
835 $202,000

Others Institutions Holding IWB

# of Institutions
1,373
Shares Held
93.2M
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
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