Annex Advisory Services, LLC Ishares Tr Russell 1000 ETF Transaction History

Annex Advisory Services, LLC

  • $3.52 Billion
  • Q3 2025

A detailed history of Annex Advisory Services, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Annex Advisory Services, LLC holds 2,124 shares of IWB stock, worth $781,377. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,124
Previous 1,782 19.19%
Holding current value
$781,377
Previous $605,000 28.26%
% of portfolio
0.02%
Previous 0.02%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$339.37 - $366.46 $116,064 - $125,329
342 Added 19.19%
2,124 $776,000
Q2 2025

Jul 11, 2025
SELL
$272.36 - $339.57 $821,437 - $1.02 Million
-3,016 Reduced 62.86%
1,782 $605,000
Q4 2024

Jan 16, 2025
BUY
$311.11 - $335.64 $1.1 Million - $1.18 Million
3,525 Added 276.9%
4,798 $1.55 Million
Q2 2024

Jul 12, 2024
BUY
$272.21 - $298.72 $2,994 - $3,285
11 Added 0.87%
1,273 $378,000
Q4 2023

Feb 13, 2024
SELL
$225.16 - $263.17 $15,536 - $18,158
-69 Reduced 5.18%
1,262 $330,000
Q3 2023

Oct 31, 2023
BUY
$234.05 - $252.17 $8,425 - $9,078
36 Added 2.78%
1,331 $312,000
Q1 2023

Apr 27, 2023
SELL
$208.78 - $230.55 $262,227 - $289,570
-1,256 Reduced 49.24%
1,295 $291,000
Q4 2022

Jan 27, 2023
BUY
$196.94 - $224.49 $55,143 - $62,857
280 Added 12.33%
2,551 $537,000
Q3 2022

Oct 24, 2022
BUY
$197.33 - $237.63 $140,104 - $168,717
710 Added 45.48%
2,271 $448,000
Q2 2022

Jul 27, 2022
BUY
$201.03 - $253.2 $98,906 - $124,574
492 Added 46.02%
1,561 $324,000
Q1 2022

Apr 13, 2022
SELL
$230.48 - $266.11 $1,843 - $2,128
-8 Reduced 0.74%
1,069 $267,000
Q4 2021

Jan 31, 2022
BUY
$241.33 - $266.02 $35,475 - $39,104
147 Added 15.81%
1,077 $285,000
Q3 2021

Oct 18, 2021
SELL
$239.32 - $255.42 $25,367 - $27,074
-106 Reduced 10.23%
930 $225,000
Q4 2020

Jan 28, 2021
SELL
$182.85 - $211.84 $3.44 Million - $3.99 Million
-18,826 Reduced 94.78%
1,036 $219,000
Q4 2019

Feb 10, 2020
BUY
$159.7 - $178.97 $3.17 Million - $3.55 Million
19,862 New
19,862 $275,000
Q4 2018

Feb 12, 2019
SELL
N/A
-1,449 Closed
0 $0
Q3 2018

Nov 13, 2018
SELL
N/A
-151 Reduced 9.44%
1,449 $234,000
Q2 2018

Aug 13, 2018
SELL
N/A
-649 Reduced 28.86%
1,600 $243,000
Q1 2018

May 03, 2018
SELL
N/A
-164 Reduced 6.8%
2,249 $330,000
Q3 2017

Nov 02, 2017
BUY
N/A
2,413
2,413 $338,000

Others Institutions Holding IWB

# of Institutions
1,619
Shares Held
98.5M
Call Options Held
65.9K
Put Options Held
60.7K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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