True Link Financial Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

True Link Financial Advisors, LLC

$1.19 Billion
Q4 2024

A detailed history of True Link Financial Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 1,304 shares of IWB stock, worth $431,871. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,304

Previous 1,372 4.96%

Holding current value

$431,871

Previous $431,000 2.55%

% of portfolio

0.04%

Previous 0.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$311.11 - $335.64 $21,155 - $22,823	-68 Reduced 4.96%	1,304 $420,000
Q3 2024 Oct 25, 2024	SELL	$283.28 - $314.39 $283,846 - $315,018	-1,002 Reduced 42.21%	1,372 $431,000
Q2 2024 Jul 12, 2024	SELL	$272.21 - $298.72 $65,874 - $72,290	-242 Reduced 9.25%	2,374 $706,000
Q4 2023 Jan 19, 2024	SELL	$225.16 - $263.17 $186,882 - $218,431	-830 Reduced 24.09%	2,616 $686,000
Q4 2022 Feb 09, 2023	SELL	$196.94 - $224.49 $49,235 - $56,122	-250 Reduced 6.76%	3,446 $725,000
Q3 2022 Nov 09, 2022	SELL	$197.33 - $237.63 $142,077 - $171,093	-720 Reduced 16.3%	3,696 $729,000
Q2 2022 Aug 04, 2022	BUY	$201.03 - $253.2 $104,535 - $131,664	520 Added 13.35%	4,416 $917,000
Q1 2022 May 16, 2022	SELL	$230.48 - $266.11 $498,758 - $575,862	-2,164 Reduced 35.71%	3,896 $974,000
Q4 2021 Feb 01, 2022	SELL	$241.33 - $266.02 $275,598 - $303,794	-1,142 Reduced 15.86%	6,060 $1.6 Million
Q3 2021 Oct 29, 2021	SELL	$239.32 - $255.42 $189,780 - $202,548	-793 Reduced 9.92%	7,202 $1.74 Million
Q2 2021 Aug 19, 2021	SELL	$226.48 - $242.11 $611,043 - $653,212	-2,698 Reduced 25.23%	7,995 $1.94 Million
Q4 2020 Feb 16, 2021	BUY	$182.85 - $211.84 $1.96 Million - $2.27 Million	10,693 New	10,693 $2.27 Million

Others Institutions Holding IWB

# of Institutions

1,443

Shares Held

94.4M

Call Options Held

221K

Put Options Held

52.5K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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True Link Financial Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History