Gladstone Institutional Advisory LLC Ishares Tr Russell 1000 ETF Transaction History

Gladstone Institutional Advisory LLC

$2.5 Billion
Q3 2025

A detailed history of Gladstone Institutional Advisory LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 2,639 shares of IWB stock, worth $970,835. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,639

Previous 2,710 2.62%

Holding current value

$970,835

Previous $831,000 16.0%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$339.37 - $366.46 $24,095 - $26,018	-71 Reduced 2.62%	2,639 $964,000
Q1 2025 May 15, 2025	SELL	$302.31 - $337.54 $31,137 - $34,766	-103 Reduced 3.66%	2,710 $831,000
Q4 2024 Jan 29, 2025	SELL	$311.11 - $335.64 $7,155 - $7,719	-23 Reduced 0.81%	2,813 $906,000
Q3 2024 Oct 28, 2024	BUY	$283.28 - $314.39 $4,815 - $5,344	17 Added 0.6%	2,836 $891,000
Q2 2024 Aug 02, 2024	SELL	$272.21 - $298.72 $22,865 - $25,092	-84 Reduced 2.89%	2,819 $838,000

Q1 2024 May 14, 2024	BUY	$257.46 - $288.1 $8,496 - $9,507	33 Added 1.15%	2,903 $836,000
Q4 2023 Feb 09, 2024	BUY	$225.16 - $263.17 $93,891 - $109,741	417 Added 17.0%	2,870 $752,000
Q2 2023 Aug 10, 2023	BUY	$221.85 - $243.74 $544,198 - $597,894	2,453 New	2,453 $597,000

Others Institutions Holding IWB

# of Institutions

1,626

Shares Held

98.5M

Call Options Held

65.9K

Put Options Held

60.7K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

Track This Portfolio

Portfolio Update

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

News

Stay updated on Gladstone Institutional Advisory LLC with notifications on news.

Account

Gladstone Institutional Advisory LLC Ishares Tr Russell 1000 ETF Transaction History