Yhb Investment Advisors, Inc. Ishares Tr Russell 1000 ETF Transaction History

Yhb Investment Advisors, Inc.

$1.26 Billion
Q2 2025

A detailed history of Yhb Investment Advisors, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 43,104 shares of IWB stock, worth $15 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

43,104

Previous 40,870 5.47%

Holding current value

$15 Million

Previous $12.5 Million 16.75%

% of portfolio

1.16%

Previous 1.07%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$272.36 - $339.57 $608,452 - $758,599	2,234 Added 5.47%	43,104 $14.6 Million
Q1 2025 Apr 22, 2025	BUY	$302.31 - $337.54 $251,521 - $280,833	832 Added 2.08%	40,870 $12.5 Million
Q4 2024 Jan 22, 2025	SELL	$311.11 - $335.64 $304,887 - $328,927	-980 Reduced 2.39%	40,038 $12.9 Million
Q3 2024 Oct 22, 2024	BUY	$283.28 - $314.39 $1.24 Million - $1.37 Million	4,361 Added 11.9%	41,018 $12.9 Million
Q2 2024 Aug 01, 2024	BUY	$272.21 - $298.72 $821,801 - $901,835	3,019 Added 8.97%	36,657 $10.9 Million
Q1 2024 Aug 14, 2024	SELL	$257.46 - $288.1 $777,271 - $869,773	-3,019 Reduced 8.24%	33,638 $9.69 Million
Q1 2024 Apr 26, 2024	BUY	$257.46 - $288.1 $297,623 - $333,043	1,156 Added 3.56%	33,638 $9.69 Million
Q4 2023 Jan 29, 2024	BUY	$225.16 - $263.17 $404,162 - $472,390	1,795 Added 5.85%	32,482 $8.52 Million
Q3 2023 Oct 23, 2023	BUY	$234.05 - $252.17 $921,220 - $992,541	3,936 Added 14.71%	30,687 $7.21 Million
Q2 2023 Aug 10, 2023	BUY	$221.85 - $243.74 $1.79 Million - $1.97 Million	8,089 Added 43.34%	26,751 $6.52 Million
Q1 2023 May 08, 2023	BUY	$208.78 - $230.55 $1.7 Million - $1.88 Million	8,135 Added 77.28%	18,662 $4.2 Million
Q4 2022 Jan 12, 2023	BUY	$196.94 - $224.49 $1.59 Million - $1.81 Million	8,052 Added 325.33%	10,527 $0
Q3 2022 Nov 03, 2022	BUY	$197.33 - $237.63 $488,391 - $588,134	2,475 New	2,475 $488,000

Others Institutions Holding IWB

# of Institutions

1,536

Shares Held

97.5M

Call Options Held

66.9K

Put Options Held

199K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Yhb Investment Advisors, Inc. Ishares Tr Russell 1000 ETF Transaction History