West Coast Financial LLC Ishares Tr Russell 1000 ETF Transaction History

West Coast Financial LLC

$909 Million
Q3 2024

A detailed history of West Coast Financial LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, West Coast Financial LLC holds 9,281 shares of IWB stock, worth $2.98 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

9,281

Previous 9,761 4.92%

Holding current value

$2.98 Million

Previous $2.9 Million 0.45%

% of portfolio

0.32%

Previous 0.34%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$283.28 - $314.39 $135,974 - $150,907	-480 Reduced 4.92%	9,281 $2.92 Million
Q4 2023 Jan 11, 2024	SELL	$225.16 - $263.17 $49,535 - $57,897	-220 Reduced 2.2%	9,761 $2.56 Million
Q2 2023 Aug 08, 2023	SELL	$221.85 - $243.74 $9,761 - $10,724	-44 Reduced 0.44%	9,981 $2.43 Million
Q1 2023 May 08, 2023	SELL	$208.78 - $230.55 $8,351 - $9,222	-40 Reduced 0.4%	10,025 $2.26 Million
Q3 2022 Oct 31, 2022	BUY	$197.33 - $237.63 $25,455 - $30,654	129 Added 1.3%	10,065 $1.99 Million
Q1 2022 Apr 20, 2022	SELL	$230.48 - $266.11 $11,524 - $13,305	-50 Reduced 0.5%	9,936 $2.49 Million
Q4 2021 Jan 19, 2022	SELL	$241.33 - $266.02 $12,066 - $13,301	-50 Reduced 0.5%	9,986 $2.64 Million
Q3 2021 Nov 03, 2021	SELL	$239.32 - $255.42 $48,342 - $51,594	-202 Reduced 1.97%	10,036 $2.43 Million
Q1 2021 May 10, 2021	SELL	$208.89 - $225.24 $4,177 - $4,504	-20 Reduced 0.19%	10,238 $2.29 Million
Q2 2020 Jul 13, 2020	SELL	$135.3 - $179.75 $43,972 - $58,418	-325 Reduced 3.07%	10,258 $1.76 Million
Q1 2020 Apr 21, 2020	SELL	$122.99 - $188.06 $4,919 - $7,522	-40 Reduced 0.38%	10,583 $1.5 Million
Q4 2019 Jan 17, 2020	BUY	$159.7 - $178.97 $11,338 - $12,706	71 Added 0.67%	10,623 $1.9 Million
Q4 2018 Jan 29, 2019	BUY	N/A	800 Added 8.2%	10,552 $1.46 Million
Q1 2018 Apr 17, 2018	SELL	N/A	-1,796 Reduced 15.55%	9,752 $1.43 Million
Q3 2017 Nov 02, 2017	BUY	N/A	11,548	11,548 $1.62 Million

Others Institutions Holding IWB

# of Institutions

1,374

Shares Held

93.3M

Call Options Held

221K

Put Options Held

52.5K

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About ISHARES TR RUSSELL 1000 ETF

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West Coast Financial LLC Ishares Tr Russell 1000 ETF Transaction History