A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 972 shares of IWB stock, worth $317,912. This represents 0.01% of its overall portfolio holdings.

Number of Shares
972
Previous 878 10.71%
Holding current value
$317,912
Previous $261,000 16.86%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 21, 2024

BUY
$283.28 - $314.39 $26,628 - $29,552
94 Added 10.71%
972 $305,000
Q2 2024

Aug 02, 2024

SELL
$272.21 - $298.72 $383,543 - $420,896
-1,409 Reduced 61.61%
878 $261,000
Q1 2024

May 13, 2024

SELL
$257.46 - $288.1 $70,801 - $79,227
-275 Reduced 10.73%
2,287 $658,000
Q4 2023

Feb 08, 2024

SELL
$225.16 - $263.17 $79,031 - $92,372
-351 Reduced 12.05%
2,562 $671,000
Q3 2023

Oct 05, 2023

BUY
$234.05 - $252.17 $157,515 - $169,710
673 Added 30.04%
2,913 $684,000
Q2 2023

Jul 19, 2023

BUY
$221.85 - $243.74 $24,847 - $27,298
112 Added 5.26%
2,240 $545,000
Q1 2023

Apr 25, 2023

SELL
$208.78 - $230.55 $36,954 - $40,807
-177 Reduced 7.68%
2,128 $479,000
Q4 2022

Jan 11, 2023

SELL
$196.94 - $224.49 $61,051 - $69,591
-310 Reduced 11.85%
2,305 $0
Q3 2022

Oct 19, 2022

SELL
$197.33 - $237.63 $53,871 - $64,872
-273 Reduced 9.45%
2,615 $516,000
Q2 2022

Jul 08, 2022

BUY
$201.03 - $253.2 $58,097 - $73,174
289 Added 11.12%
2,888 $610,000
Q1 2022

Apr 19, 2022

BUY
$230.48 - $266.11 $62,921 - $72,648
273 Added 11.74%
2,599 $630,000
Q4 2021

Jan 21, 2022

BUY
$241.33 - $266.02 $37,888 - $41,765
157 Added 7.24%
2,326 $608,000
Q3 2021

Oct 13, 2021

BUY
$239.32 - $255.42 $9,333 - $9,961
39 Added 1.83%
2,169 $529,000
Q2 2021

Jul 14, 2021

BUY
$226.48 - $242.11 $73,153 - $78,201
323 Added 17.87%
2,130 $524,000
Q1 2021

Apr 09, 2021

BUY
$208.89 - $225.24 $62,458 - $67,346
299 Added 19.83%
1,807 $415,000
Q4 2020

Jan 13, 2021

BUY
$182.85 - $211.84 $28,707 - $33,258
157 Added 11.62%
1,508 $326,000
Q3 2020

Oct 07, 2020

BUY
$172.79 - $199.44 $18,488 - $21,340
107 Added 8.6%
1,351 $253,000
Q2 2020

Jul 08, 2020

BUY
$135.3 - $179.75 $168,313 - $223,609
1,244 New
1,244 $216,000

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


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