United Capital Financial Advisers, LLC Ishares Tr Russell 1000 ETF Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 11,259 shares of IWB stock, worth $3.7 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,259
Previous 15,250 26.17%
Holding current value
$3.7 Million
Previous $4.54 Million 22.0%
% of portfolio
0.02%
Previous 0.04%

Shares

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

Nov 12, 2024
SELL
$283.28 - $314.39 $1.13 Million - $1.25 Million
-3,991 Reduced 26.17%
11,259 $3.54 Million
Q2 2024

Aug 14, 2024
BUY
$272.21 - $298.72 $283,915 - $311,564
1,043 Added 7.34%
15,250 $4.54 Million
Q1 2024

May 15, 2024
SELL
$257.46 - $288.1 $1.41 Million - $1.58 Million
-5,476 Reduced 27.82%
14,207 $4.09 Million
Q4 2023

Feb 14, 2024
SELL
$225.16 - $263.17 $4.68 Million - $5.47 Million
-20,774 Reduced 51.35%
19,683 $5.16 Million
Q3 2023

Nov 14, 2023
SELL
$234.05 - $252.17 $801,387 - $863,430
-3,424 Reduced 7.8%
40,457 $9.5 Million
Q2 2023

Aug 14, 2023
SELL
$221.85 - $243.74 $311,921 - $342,698
-1,406 Reduced 3.1%
43,881 $10.7 Million
Q1 2023

Aug 14, 2023
BUY
$208.78 - $230.55 $41,547 - $45,879
199 Added 0.45%
44,080 $9.93 Million
Q1 2023

May 15, 2023
SELL
$208.78 - $230.55 $367,244 - $405,537
-1,759 Reduced 3.74%
45,287 $10.2 Million
Q4 2022

Feb 14, 2023
SELL
$196.94 - $224.49 $425,390 - $484,898
-2,160 Reduced 4.39%
47,046 $9.9 Million
Q3 2022

Nov 14, 2022
SELL
$197.33 - $237.63 $886,998 - $1.07 Million
-4,495 Reduced 8.37%
49,206 $9.71 Million
Q2 2022

Aug 11, 2022
SELL
$201.03 - $253.2 $315,014 - $396,764
-1,567 Reduced 2.84%
53,701 $11.2 Million
Q1 2022

May 16, 2022
SELL
$230.48 - $266.11 $1.99 Million - $2.3 Million
-8,642 Reduced 13.52%
55,268 $13.8 Million
Q4 2021

Feb 14, 2022
BUY
$241.33 - $266.02 $1.69 Million - $1.86 Million
6,988 Added 12.28%
63,910 $16.9 Million
Q3 2021

Nov 15, 2021
SELL
$239.32 - $255.42 $198,874 - $212,254
-831 Reduced 1.44%
56,922 $13.8 Million
Q2 2021

Aug 13, 2021
BUY
$226.48 - $242.11 $227,838 - $243,562
1,006 Added 1.77%
57,753 $14 Million
Q1 2021

May 14, 2021
SELL
$208.89 - $225.24 $1.94 Million - $2.09 Million
-9,282 Reduced 14.06%
56,747 $12.7 Million
Q4 2020

Feb 17, 2021
BUY
$182.85 - $211.84 $2.37 Million - $2.75 Million
12,986 Added 24.48%
66,029 $14 Million
Q3 2020

Nov 13, 2020
SELL
$172.79 - $199.44 $44,579 - $51,455
-258 Reduced 0.48%
53,043 $9.93 Million
Q2 2020

Aug 13, 2020
SELL
$135.3 - $179.75 $1.89 Million - $2.51 Million
-13,940 Reduced 20.73%
53,301 $9.15 Million
Q1 2020

May 15, 2020
BUY
$122.99 - $188.06 $435,999 - $666,672
3,545 Added 5.57%
67,241 $9.52 Million
Q4 2019

Feb 14, 2020
BUY
$159.7 - $178.97 $2.26 Million - $2.54 Million
14,173 Added 28.62%
63,696 $11.4 Million
Q3 2019

Nov 14, 2019
BUY
$163.68 - $167.08 $1.79 Million - $1.83 Million
10,961 Added 28.42%
49,523 $8.15 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-112 Reduced 0.29%
38,562 $6.28 Million
Q1 2019

May 14, 2019
SELL
N/A
-24,215 Reduced 38.5%
38,674 $6.08 Million
Q4 2018

Feb 14, 2019
BUY
N/A
21,004 Added 50.15%
62,889 $8.64 Million
Q3 2018

Nov 14, 2018
BUY
N/A
1,371 Added 3.38%
41,885 $6.77 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-1,509 Reduced 3.59%
40,514 $6.16 Million
Q1 2018

May 15, 2018
SELL
N/A
-688 Reduced 1.61%
42,023 $6.17 Million
Q4 2017

Feb 13, 2018
BUY
N/A
2,126 Added 5.24%
42,711 $6.37 Million
Q3 2017

Nov 14, 2017
BUY
N/A
16,288 Added 67.04%
40,585 $5.68 Million
Q2 2017

Aug 14, 2017
BUY
N/A
24,297
24,297 $3.29 Million

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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