Financial Advocates Investment Management Ishares Tr Russell 1000 ETF Transaction History

Financial Advocates Investment Management

  • $1.78 Billion
  • Q3 2024

A detailed history of Financial Advocates Investment Management transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Financial Advocates Investment Management holds 91,935 shares of IWB stock, worth $30.4 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
91,935
Holding current value
$30.4 Million
% of portfolio
1.63%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$283.28 - $314.39 $26 Million - $28.9 Million
91,935 New
91,935 $28.9 Million
Q1 2024

May 01, 2024
SELL
$257.46 - $288.1 $10.9 Million - $12.2 Million
-42,291 Reduced 83.4%
8,416 $2.42 Million
Q4 2023

Feb 08, 2024
BUY
$225.16 - $263.17 $11.4 Million - $13.3 Million
50,707 New
50,707 $13.3 Million
Q4 2022

Feb 14, 2023
BUY
$196.94 - $224.49 $288,714 - $329,102
1,466 New
1,466 $308,000
Q1 2020

Apr 29, 2020
SELL
$122.99 - $188.06 $167,512 - $256,137
-1,362 Closed
0 $0
Q4 2019

Feb 13, 2020
SELL
$159.7 - $178.97 $57,491 - $64,429
-360 Reduced 20.91%
1,362 $243,000
Q3 2019

Nov 13, 2019
SELL
$163.68 - $167.08 $671,906 - $685,863
-4,105 Reduced 70.45%
1,722 $283,000
Q2 2019

Aug 08, 2019
SELL
N/A
-563 Reduced 8.81%
5,827 $949,000
Q1 2019

May 16, 2019
BUY
N/A
5,834 Added 1049.28%
6,390 $1.01 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-1,799 Reduced 76.39%
556 $0
Q3 2018

Nov 14, 2018
SELL
N/A
-145 Reduced 5.8%
2,355 $0
Q2 2018

Aug 09, 2018
SELL
N/A
-129 Reduced 4.91%
2,500 $381,000
Q1 2018

May 11, 2018
BUY
N/A
479 Added 22.28%
2,629 $386,000
Q4 2017

Feb 15, 2018
BUY
N/A
2,150
2,150 $320,000

Others Institutions Holding IWB

# of Institutions
1,373
Shares Held
93.3M
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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