A detailed history of Capital Advisors Inc transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Capital Advisors Inc holds 888 shares of IWB stock, worth $326,677. This represents 0.01% of its overall portfolio holdings.

Number of Shares
888
Previous 1,010 12.08%
Holding current value
$326,677
Previous $342,000 5.26%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 21, 2025

SELL
$339.37 - $366.46 $41,403 - $44,708
-122 Reduced 12.08%
888 $324,000
Q2 2025

Jul 22, 2025

BUY
$272.36 - $339.57 $16,341 - $20,374
60 Added 6.32%
1,010 $342,000
Q1 2025

Apr 29, 2025

SELL
$302.31 - $337.54 $18,138 - $20,252
-60 Reduced 5.94%
950 $291,000
Q4 2024

Jan 29, 2025

BUY
$311.11 - $335.64 $29,866 - $32,221
96 Added 10.5%
1,010 $325,000
Q3 2024

Oct 28, 2024

BUY
$283.28 - $314.39 $17,563 - $19,492
62 Added 7.28%
914 $287,000
Q4 2023

Jan 29, 2024

SELL
$225.16 - $263.17 $20,264 - $23,685
-90 Reduced 9.55%
852 $223,000
Q3 2023

Oct 24, 2023

BUY
$234.05 - $252.17 $220,475 - $237,544
942 New
942 $221,000
Q2 2022

Jul 15, 2022

SELL
$201.03 - $253.2 $492,523 - $620,340
-2,450 Closed
0 $0
Q2 2020

Aug 07, 2020

SELL
$135.3 - $179.75 $14,883 - $19,772
-110 Reduced 4.3%
2,450 $457,000
Q4 2019

Feb 04, 2020

BUY
$159.7 - $178.97 $38,647 - $43,310
242 Added 10.44%
2,560 $0
Q2 2019

Aug 07, 2019

BUY
N/A
2,318 New
2,318 $0
Q1 2019

May 10, 2019

SELL
N/A
-2,660 Closed
0 $0
Q4 2018

Feb 06, 2019

BUY
N/A
342 Added 14.75%
2,660 $0
Q3 2017

Nov 14, 2017

SELL
N/A
-78 Reduced 3.26%
2,318 $324,000
Q2 2017

Aug 09, 2017

BUY
N/A
2,396
2,396 $324,000

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


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