Halpern Financial, Inc. Ishares Tr Russell 1000 ETF Transaction History

Halpern Financial, Inc.

  • $389 Billion
  • Q3 2024

A detailed history of Halpern Financial, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Halpern Financial, Inc. holds 660 shares of IWB stock, worth $221,608. This represents 0.05% of its overall portfolio holdings.

Number of Shares
660
Previous 574 14.98%
Holding current value
$221,608
Previous $171 Million 20.49%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 04, 2024
BUY
$283.28 - $314.39 $24,362 - $27,037
86 Added 14.98%
660 $206 Million
Q4 2023

Jan 19, 2024
BUY
$225.16 - $263.17 $35,124 - $41,054
156 Added 37.32%
574 $148 Million
Q3 2023

Oct 10, 2023
BUY
$234.05 - $252.17 $65,065 - $70,103
278 Added 198.57%
418 $98.2 Million
Q1 2023

Sep 21, 2023
SELL
$208.78 - $230.55 $4,175 - $4,611
-20 Reduced 12.5%
140 $31.5 Million
Q1 2022

Sep 21, 2023
SELL
$230.48 - $266.11 $23,048 - $26,611
-100 Reduced 38.46%
160 $40 Million
Q4 2021

Sep 21, 2023
BUY
$241.33 - $266.02 $62,745 - $69,165
260 New
260 $68.8 Million

Others Institutions Holding IWB

# of Institutions
1,465
Shares Held
98.1M
Call Options Held
79.9K
Put Options Held
306K
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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