Us Financial Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Us Financial Advisors, LLC

$338 Million
Q1 2025

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 138,602 shares of IWB stock, worth $51 Million. This represents 12.58% of its overall portfolio holdings.

Number of Shares

138,602

Previous 139,531 0.67%

Holding current value

$51 Million

Previous $45 Million 5.42%

% of portfolio

12.58%

Previous 13.86%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$302.31 - $337.54 $280,845 - $313,574	-929 Reduced 0.67%	138,602 $42.5 Million
Q4 2024 Feb 13, 2025	BUY	$311.11 - $335.64 $809,197 - $872,999	2,601 Added 1.9%	139,531 $45 Million
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

# of Institutions

1,622

Shares Held

98.5M

Call Options Held

65.9K

Put Options Held

60.7K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Us Financial Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History