A detailed history of Us Financial Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Us Financial Advisors, LLC holds 136,930 shares of IWB stock, worth $45.3 Million. This represents 13.46% of its overall portfolio holdings.

Number of Shares
136,930
Previous 134,297 1.96%
Holding current value
$45.3 Million
Previous $40 Million 7.74%
% of portfolio
13.46%
Previous 13.4%

Shares

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

Oct 31, 2024

BUY
$283.28 - $314.39 $745,876 - $827,788
2,633 Added 1.96%
136,930 $43 Million
Q2 2024

Aug 01, 2024

BUY
$272.21 - $298.72 $926,330 - $1.02 Million
3,403 Added 2.6%
134,297 $40 Million
Q1 2024

May 13, 2024

BUY
$257.46 - $288.1 $317,963 - $355,803
1,235 Added 0.95%
130,894 $37.7 Million
Q4 2023

Feb 07, 2024

BUY
$225.16 - $263.17 $861,462 - $1.01 Million
3,826 Added 3.04%
129,659 $34 Million
Q3 2023

Nov 09, 2023

BUY
$234.05 - $252.17 $1.57 Million - $1.69 Million
6,706 Added 5.63%
125,833 $29.6 Million
Q2 2023

Aug 09, 2023

BUY
$221.85 - $243.74 $5.76 Million - $6.33 Million
25,956 Added 27.86%
119,127 $29 Million
Q1 2023

May 04, 2023

SELL
$208.78 - $230.55 $5.12 Million - $5.66 Million
-24,530 Reduced 20.84%
93,171 $21 Million
Q4 2022

Jan 26, 2023

SELL
$196.94 - $224.49 $419,876 - $478,612
-2,132 Reduced 1.78%
117,701 $0
Q3 2022

Oct 13, 2022

SELL
$197.33 - $237.63 $284,352 - $342,424
-1,441 Reduced 1.19%
119,833 $23.6 Million
Q2 2022

Aug 15, 2022

BUY
$201.03 - $253.2 $496,745 - $625,657
2,471 Added 2.08%
121,274 $25.2 Million
Q1 2022

May 13, 2022

SELL
$230.48 - $266.11 $206,510 - $238,434
-896 Reduced 0.75%
118,803 $29.7 Million
Q4 2021

Feb 14, 2022

BUY
$241.33 - $266.02 $922,845 - $1.02 Million
3,824 Added 3.3%
119,699 $31.7 Million
Q3 2021

Oct 26, 2021

BUY
$239.32 - $255.42 $231,901 - $247,501
969 Added 0.84%
115,875 $28 Million
Q2 2021

Aug 10, 2021

SELL
$226.48 - $242.11 $5.28 Million - $5.64 Million
-23,301 Reduced 16.86%
114,906 $27.8 Million
Q1 2021

Apr 30, 2021

SELL
$208.89 - $225.24 $2.45 Million - $2.64 Million
-11,741 Reduced 7.83%
138,207 $30.9 Million
Q4 2020

Feb 18, 2021

BUY
$182.85 - $211.84 $27.4 Million - $31.8 Million
149,948 New
149,948 $31.8 Million

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


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