Stegner Investment Associates Inc. Ishares Tr Russell 1000 ETF Transaction History

Stegner Investment Associates Inc.

$151 Million
Q4 2024

A detailed history of Stegner Investment Associates Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Stegner Investment Associates Inc. holds 26,500 shares of IWB stock, worth $8.84 Million. This represents 5.65% of its overall portfolio holdings.

Number of Shares

26,500

Previous 26,645 0.54%

Holding current value

$8.84 Million

Previous $8.38 Million 1.92%

% of portfolio

5.65%

Previous 5.69%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$311.11 - $335.64 $45,110 - $48,667	-145 Reduced 0.54%	26,500 $8.54 Million
Q3 2024 Oct 11, 2024	SELL	$283.28 - $314.39 $7,081 - $7,859	-25 Reduced 0.09%	26,645 $8.38 Million
Q2 2024 Jul 23, 2024	SELL	$272.21 - $298.72 $102,895 - $112,916	-378 Reduced 1.4%	26,670 $7.94 Million
Q1 2024 Apr 22, 2024	BUY	$257.46 - $288.1 $1,544 - $1,728	6 Added 0.02%	27,048 $7.79 Million
Q4 2023 Feb 08, 2024	BUY	$225.16 - $263.17 $391,328 - $457,389	1,738 Added 6.87%	27,042 $7.09 Million
Q3 2023 Oct 18, 2023	SELL	$234.05 - $252.17 $219,538 - $236,535	-938 Reduced 3.57%	25,304 $5.94 Million
Q2 2023 Jul 19, 2023	SELL	$221.85 - $243.74 $65,889 - $72,390	-297 Reduced 1.12%	26,242 $6.4 Million
Q1 2023 Apr 24, 2023	SELL	$208.78 - $230.55 $40,294 - $44,496	-193 Reduced 0.72%	26,539 $5.98 Million
Q4 2022 Feb 06, 2023	BUY	$196.94 - $224.49 $32,495 - $37,040	165 Added 0.62%	26,732 $5.63 Million
Q3 2022 Nov 01, 2022	BUY	$197.33 - $237.63 $1,973 - $2,376	10 Added 0.04%	26,567 $5.36 Million
Q2 2022 Jul 22, 2022	SELL	$201.03 - $253.2 $302,550 - $381,066	-1,505 Reduced 5.36%	26,557 $5.52 Million
Q1 2022 Apr 20, 2022	SELL	$230.48 - $266.11 $147,276 - $170,044	-639 Reduced 2.23%	28,062 $7.02 Million
Q4 2021 Feb 09, 2022	BUY	$241.33 - $266.02 $254,844 - $280,917	1,056 Added 3.82%	28,701 $7.59 Million
Q3 2021 Apr 19, 2022	BUY	$239.32 - $255.42 $85,915 - $91,695	359 Added 1.32%	27,645 $6.68 Million
Q2 2021 Apr 19, 2022	SELL	$226.48 - $242.11 $233,500 - $249,615	-1,031 Reduced 3.64%	27,286 $6.61 Million
Q1 2021 Apr 19, 2022	BUY	$208.89 - $225.24 $47,835 - $51,579	229 Added 0.82%	28,317 $6.34 Million
Q4 2020 Apr 19, 2022	SELL	$182.85 - $211.84 $7.84 Million - $9.09 Million	-42,902 Reduced 60.43%	28,088 $5.95 Million
Q3 2020 Apr 18, 2022	BUY	$172.79 - $199.44 $12.3 Million - $14.2 Million	70,990 New	70,990 $13.3 Million

Others Institutions Holding IWB

# of Institutions

1,423

Shares Held

94.7M

Call Options Held

221K

Put Options Held

52.5K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Stegner Investment Associates Inc. Ishares Tr Russell 1000 ETF Transaction History