Fermata Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Fermata Advisors, LLC

  • $360 Million
  • Q4 2025

A detailed history of Fermata Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Fermata Advisors, LLC holds 1,718 shares of IWB stock, worth $632,017. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,718
Previous 1,720 0.12%
Holding current value
$632,017
Previous $628,000 0.64%
% of portfolio
0.18%
Previous 0.18%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
SELL
$358.39 - $376.54 $716 - $753
-2 Reduced 0.12%
1,718 $632,000
Q3 2025

Oct 09, 2025
SELL
$339.37 - $366.46 $30,882 - $33,347
-91 Reduced 5.02%
1,720 $628,000
Q1 2025

Apr 10, 2025
SELL
$302.31 - $337.54 $35,672 - $39,829
-118 Reduced 6.12%
1,811 $552,000
Q4 2024

Jan 14, 2025
SELL
$311.11 - $335.64 $308,621 - $332,954
-992 Reduced 33.96%
1,929 $621,000
Q3 2024

Oct 09, 2024
SELL
$283.28 - $314.39 $43,341 - $48,101
-153 Reduced 4.98%
2,921 $918,000
Q2 2024

Jul 12, 2024
BUY
$272.21 - $298.72 $29,670 - $32,560
109 Added 3.68%
3,074 $914,000
Q1 2024

Apr 12, 2024
BUY
$257.46 - $288.1 $763,368 - $854,216
2,965 New
2,965 $854,000

Others Institutions Holding IWB

# of Institutions
1,631
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
Track This Portfolio

Track Fermata Advisors, LLC Portfolio

Follow Fermata Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fermata Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fermata Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email