Capital Analysts, LLC Ishares Tr Russell 1000 ETF Transaction History

Capital Analysts, LLC

$2.45 Billion
Q3 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$272.21 - $298.72 $272 - $298	1 Added 0.46%	219 $65,000
Q4 2023 Jan 30, 2024	BUY	$225.16 - $263.17 $225 - $263	1 Added 0.46%	218 $57,000
Q2 2023 Aug 11, 2023	BUY	$221.85 - $243.74 $221 - $243	1 Added 0.46%	217 $53,000
Q4 2022 Feb 08, 2023	SELL	$196.94 - $224.49 $23,041 - $26,265	-117 Reduced 35.14%	216 $45,000
Q3 2022 Nov 14, 2022	BUY	$197.33 - $237.63 $23,482 - $28,277	119 Added 55.61%	333 $66,000
Q2 2022 Aug 12, 2022	BUY	$201.03 - $253.2 $201 - $253	1 Added 0.47%	214 $45,000
Q3 2021 Nov 04, 2021	BUY	$239.32 - $255.42 $239 - $255	1 Added 0.47%	213 $51,000
Q2 2021 Aug 05, 2021	SELL	$226.48 - $242.11 $135,888 - $145,266	-600 Reduced 73.89%	212 $51,000
Q1 2021 May 17, 2021	BUY	$208.89 - $225.24 $125,333 - $135,144	600 Added 283.02%	812 $181,000
Q4 2020 Feb 16, 2021	BUY	$182.85 - $211.84 $182 - $211	1 Added 0.47%	212 $45,000
Q3 2020 Nov 12, 2020	BUY	$172.79 - $199.44 $172 - $199	1 Added 0.48%	211 $39,000
Q2 2020 Aug 07, 2020	BUY	$135.3 - $179.75 $135 - $179	1 Added 0.48%	210 $36,000
Q1 2020 May 08, 2020	SELL	$122.99 - $188.06 $80,681 - $123,367	-656 Reduced 75.84%	209 $30,000
Q4 2019 Feb 12, 2020	BUY	$159.7 - $178.97 $10,061 - $11,275	63 Added 7.86%	865 $154,000
Q3 2019 Nov 12, 2019	BUY	$163.68 - $167.08 $11,457 - $11,695	70 Added 9.56%	802 $131,000
Q2 2019 Aug 13, 2019	BUY	N/A	117 Added 19.02%	732 $119,000
Q1 2019 May 13, 2019	BUY	N/A	615 New	615 $96,000
Q3 2018 Nov 07, 2018	SELL	N/A	-82 Closed	0 $0
Q1 2018 May 14, 2018	BUY	N/A	82 New	82 $12,000

Others Institutions Holding IWB

# of Institutions

1,374

Shares Held

93.3M

Call Options Held

221K

Put Options Held

52.5K

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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