Disciplined Investments, LLC Ishares Tr Russell 1000 ETF Transaction History

Disciplined Investments, LLC

  • $197 Million
  • Q4 2024

A detailed history of Disciplined Investments, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Disciplined Investments, LLC holds 736 shares of IWB stock, worth $245,397. This represents 0.12% of its overall portfolio holdings.

Number of Shares
736
Previous 676 8.88%
Holding current value
$245,397
Previous $212,000 11.79%
% of portfolio
0.12%
Previous 0.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$311.11 - $335.64 $18,666 - $20,138
60 Added 8.88%
736 $237,000
Q2 2024

Aug 09, 2024
BUY
$272.21 - $298.72 $184,013 - $201,934
676 New
676 $201,000
Q2 2023

Jul 10, 2023
SELL
$221.85 - $243.74 $738,982 - $811,897
-3,331 Reduced 83.13%
676 $164,000
Q4 2022

Feb 01, 2023
BUY
$196.94 - $224.49 $36,040 - $41,081
183 Added 4.79%
4,007 $843,000
Q2 2022

Aug 09, 2022
SELL
$201.03 - $253.2 $64,530 - $81,277
-321 Reduced 7.74%
3,824 $794,000
Q2 2021

Aug 02, 2021
BUY
$226.48 - $242.11 $74,964 - $80,138
331 Added 8.68%
4,145 $1 Million
Q1 2021

May 12, 2021
SELL
$208.89 - $225.24 $47,209 - $50,904
-226 Reduced 5.59%
3,814 $854,000
Q4 2020

Feb 12, 2021
SELL
$182.85 - $211.84 $55,586 - $64,399
-304 Reduced 7.0%
4,040 $856,000
Q3 2020

Nov 05, 2020
SELL
$172.79 - $199.44 $27,473 - $31,710
-159 Reduced 3.53%
4,344 $813,000
Q4 2019

May 19, 2020
BUY
$159.7 - $178.97 $719,129 - $805,901
4,503 New
4,503 $803,000

Others Institutions Holding IWB

# of Institutions
1,416
Shares Held
94M
Call Options Held
221K
Put Options Held
52.5K
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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