Guardian Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Guardian Wealth Advisors, LLC

$1.18 Billion
Q4 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 9,292 shares of IWB stock, worth $3.03 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

9,292

Previous 9,332 0.43%

Holding current value

$3.03 Million

Previous $2.93 Million 2.05%

% of portfolio

0.25%

Previous 0.35%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$311.11 - $335.64 $12,444 - $13,425	-40 Reduced 0.43%	9,292 $2.99 Million
Q3 2024 Nov 14, 2024	BUY	$283.28 - $314.39 $63,454 - $70,423	224 Added 2.46%	9,332 $2.93 Million
Q2 2024 Aug 14, 2024	SELL	$272.21 - $298.72 $217,495 - $238,677	-799 Reduced 8.07%	9,108 $2.71 Million
Q1 2024 May 15, 2024	BUY	$257.46 - $288.1 $107,360 - $120,137	417 Added 4.39%	9,907 $2.85 Million
Q4 2023 Feb 14, 2024	BUY	$225.16 - $263.17 $64,846 - $75,792	288 Added 3.13%	9,490 $2.49 Million
Q3 2023 Nov 14, 2023	BUY	$234.05 - $252.17 $24,809 - $26,730	106 Added 1.17%	9,202 $2.16 Million
Q2 2023 Aug 14, 2023	BUY	$221.85 - $243.74 $383,134 - $420,938	1,727 Added 23.44%	9,096 $2.22 Million
Q1 2023 May 15, 2023	BUY	$208.78 - $230.55 $1,252 - $1,383	6 Added 0.08%	7,369 $1.66 Million
Q4 2022 Feb 14, 2023	SELL	$196.94 - $224.49 $12,998 - $14,816	-66 Reduced 0.89%	7,363 $1.55 Million
Q3 2022 Nov 14, 2022	SELL	$197.33 - $237.63 $6,709 - $8,079	-34 Reduced 0.46%	7,429 $1.47 Million
Q2 2022 Aug 15, 2022	BUY	$201.03 - $253.2 $164,643 - $207,370	819 Added 12.33%	7,463 $1.55 Million
Q1 2022 May 16, 2022	SELL	$230.48 - $266.11 $503,137 - $580,918	-2,183 Reduced 24.73%	6,644 $1.66 Million
Q4 2021 Feb 14, 2022	BUY	$241.33 - $266.02 $2.13 Million - $2.35 Million	8,827 New	8,827 $2.33 Million

Others Institutions Holding IWB

# of Institutions

1,469

Shares Held

98.1M

Call Options Held

79.9K

Put Options Held

306K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Guardian Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History