A detailed history of Bms Financial Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 1,469 shares of IWB stock, worth $468,611. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,469
Previous 1,347 9.06%
Holding current value
$468,611
Previous $303,000 18.15%
% of portfolio
0.24%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023

BUY
$221.85 - $243.74 $27,065 - $29,736
122 Added 9.06%
1,469 $358,000
Q1 2023

Apr 10, 2023

BUY
$208.78 - $230.55 $281,226 - $310,550
1,347 New
1,347 $303,000

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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