Srs Capital Advisors, Inc. Ishares Tr Russell 1000 ETF Transaction History

Srs Capital Advisors, Inc.

$8.6 Billion
Q3 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$302.31 - $337.54 $4,232 - $4,725	14 Added 14.58%	110 $33,000
Q3 2023 Nov 14, 2023	SELL	$234.05 - $252.17 $21,064 - $22,695	-90 Reduced 48.39%	96 $22,000
Q2 2023 Aug 14, 2023	SELL	$221.85 - $243.74 $12,645 - $13,893	-57 Reduced 23.46%	186 $45,000
Q1 2023 May 16, 2023	BUY	$208.78 - $230.55 $30,690 - $33,890	147 Added 153.13%	243 $54,000
Q4 2022 Feb 24, 2023	SELL	$196.94 - $224.49 $41,751 - $47,591	-212 Reduced 68.83%	96 $20,000

Q1 2022 May 12, 2022	BUY	$230.48 - $266.11 $21,895 - $25,280	95 Added 44.6%	308 $77,000
Q1 2020 May 13, 2020	BUY	$122.99 - $188.06 $26,196 - $40,056	213 New	213 $30,000
Q3 2018 Nov 06, 2018	SELL	N/A	-755 Closed	0 $0
Q3 2017 Nov 15, 2017	BUY	N/A	755	755 $105,000

Others Institutions Holding IWB

# of Institutions

1,624

Shares Held

98.5M

Call Options Held

65.9K

Put Options Held

60.7K

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Srs Capital Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Srs Capital Advisors, Inc. with notifications on news.