A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 6,741 shares of IWB stock, worth $2.24 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,741
Previous 3,723 81.06%
Holding current value
$2.24 Million
Previous $1.11 Million 91.42%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$283.28 - $314.39 $854,939 - $948,829
3,018 Added 81.06%
6,741 $2.12 Million
Q2 2024

Aug 08, 2024

SELL
$272.21 - $298.72 $60,975 - $66,913
-224 Reduced 5.68%
3,723 $1.11 Million
Q1 2024

May 15, 2024

BUY
$257.46 - $288.1 $151,901 - $169,979
590 Added 17.58%
3,947 $1.14 Million
Q4 2023

Feb 12, 2024

BUY
$225.16 - $263.17 $131,043 - $153,164
582 Added 20.97%
3,357 $880,000
Q3 2023

Nov 13, 2023

BUY
$234.05 - $252.17 $7,489 - $8,069
32 Added 1.17%
2,775 $651,000
Q2 2023

Aug 14, 2023

SELL
$221.85 - $243.74 $42,373 - $46,554
-191 Reduced 6.51%
2,743 $668,000
Q4 2022

Feb 15, 2023

BUY
$196.94 - $224.49 $305,060 - $347,735
1,549 Added 111.84%
2,934 $617,000
Q3 2022

Nov 10, 2022

BUY
$197.33 - $237.63 $98,665 - $118,815
500 Added 56.5%
1,385 $273,000
Q1 2022

May 02, 2022

BUY
$230.48 - $266.11 $7,144 - $8,249
31 Added 3.63%
885 $221,000
Q4 2021

Feb 08, 2022

BUY
$241.33 - $266.02 $482 - $532
2 Added 0.23%
854 $226,000
Q3 2021

Nov 12, 2021

BUY
$239.32 - $255.42 $27,521 - $29,373
115 Added 15.6%
852 $206,000
Q2 2021

Aug 13, 2021

SELL
$226.48 - $242.11 $1.1 Million - $1.18 Million
-4,871 Reduced 86.86%
737 $178,000
Q1 2021

May 14, 2021

BUY
$208.89 - $225.24 $1.02 Million - $1.1 Million
4,871 Added 660.92%
5,608 $0
Q3 2020

Oct 30, 2020

BUY
$172.79 - $199.44 $77,064 - $88,950
446 Added 153.26%
737 $138,000
Q2 2020

Aug 06, 2020

SELL
$135.3 - $179.75 $11,365 - $15,099
-84 Reduced 22.4%
291 $50,000
Q1 2020

Apr 29, 2020

SELL
$122.99 - $188.06 $141,684 - $216,645
-1,152 Reduced 75.44%
375 $53,000
Q4 2019

Jan 17, 2020

BUY
$159.7 - $178.97 $14,213 - $15,928
89 Added 6.19%
1,527 $272,000
Q3 2019

Oct 30, 2019

BUY
$163.68 - $167.08 $189,868 - $193,812
1,160 Added 417.27%
1,438 $236,000
Q2 2019

Jul 25, 2019

BUY
N/A
278 New
278 $45,000
Q4 2018

Jan 15, 2019

SELL
N/A
-273 Closed
0 $0
Q2 2018

Jul 20, 2018

BUY
N/A
207 Added 313.64%
273 $41,000
Q1 2017

Nov 22, 2017

BUY
N/A
66
66 $8,000

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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