Heritage Financial Services, LLC Ishares Tr Russell 1000 ETF Transaction History

Heritage Financial Services, LLC

  • $1.09 Billion
  • Q3 2025

A detailed history of Heritage Financial Services, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Heritage Financial Services, LLC holds 2,146 shares of IWB stock, worth $789,470. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,146
Previous 1,799 19.29%
Holding current value
$789,470
Previous $610,000 28.52%
% of portfolio
0.07%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$339.37 - $366.46 $117,761 - $127,161
347 Added 19.29%
2,146 $784,000
Q2 2025

Jul 18, 2025
BUY
$272.36 - $339.57 $22,605 - $28,184
83 Added 4.84%
1,799 $610,000
Q1 2025

May 14, 2025
SELL
$302.31 - $337.54 $15,115 - $16,877
-50 Reduced 2.83%
1,716 $526,000
Q1 2024

May 14, 2024
SELL
$257.46 - $288.1 $137,226 - $153,557
-533 Reduced 23.18%
1,766 $508,000
Q3 2022

Nov 03, 2022
BUY
$197.33 - $237.63 $295,008 - $355,256
1,495 Added 185.95%
2,299 $453,000
Q2 2022

Jul 19, 2022
BUY
$201.03 - $253.2 $161,628 - $203,572
804 New
804 $167,000

Others Institutions Holding IWB

# of Institutions
1,619
Shares Held
98.5M
Call Options Held
65.9K
Put Options Held
60.7K
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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