Truepoint, Inc. Ishares Tr Russell 1000 ETF Transaction History

Truepoint, Inc.

$3.59 Billion
Q1 2025

A detailed history of Truepoint, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Truepoint, Inc. holds 5,874 shares of IWB stock, worth $2.06 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,874

Previous 4,981 17.93%

Holding current value

$2.06 Million

Previous $1.6 Million 12.28%

% of portfolio

0.05%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$302.31 - $337.54 $269,962 - $301,423	893 Added 17.93%	5,874 $1.8 Million
Q4 2024 Feb 11, 2025	BUY	$311.11 - $335.64 $191,954 - $207,089	617 Added 14.14%	4,981 $1.6 Million
Q3 2024 Nov 12, 2024	BUY	$283.28 - $314.39 $23,228 - $25,779	82 Added 1.91%	4,364 $1.37 Million
Q2 2024 Aug 05, 2024	SELL	$272.21 - $298.72 $26,132 - $28,677	-96 Reduced 2.19%	4,282 $1.27 Million
Q1 2024 May 09, 2024	BUY	$257.46 - $288.1 $7,208 - $8,066	28 Added 0.64%	4,378 $1.26 Million
Q2 2021 Aug 04, 2021	BUY	$226.48 - $242.11 $60,243 - $64,401	266 Added 6.51%	4,350 $1.05 Million
Q1 2021 Apr 30, 2021	BUY	$208.89 - $225.24 $185,285 - $199,787	887 Added 27.74%	4,084 $914,000
Q4 2020 Feb 02, 2021	BUY	$182.85 - $211.84 $584,571 - $677,252	3,197 New	3,197 $677,000
Q1 2020 May 13, 2020	SELL	$122.99 - $188.06 $395,166 - $604,236	-3,213 Closed	0 $0
Q2 2019 Aug 08, 2019	SELL	N/A	-8 Reduced 0.25%	3,213 $523,000
Q3 2018 Nov 14, 2018	SELL	N/A	-16 Reduced 0.49%	3,221 $521,000
Q2 2018 Aug 09, 2018	BUY	N/A	2,739 Added 550.0%	3,237 $492,000
Q1 2018 May 08, 2018	SELL	N/A	-2,547 Reduced 83.65%	498 $3.39 Million
Q3 2017 Nov 21, 2017	SELL	N/A	-422,890 Reduced 99.29%	3,045 $426,000
Q3 2017 Nov 17, 2017	BUY	N/A	425,935	425,935 $426,000

Others Institutions Holding IWB

# of Institutions

1,520

Shares Held

98M

Call Options Held

66.9K

Put Options Held

199K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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