Heritage Wealth Advisors Ishares Tr Russell 1000 ETF Transaction History

Heritage Wealth Advisors

  • $2.19 Billion
  • Q3 2025

A detailed history of Heritage Wealth Advisors transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 3,548 shares of IWB stock, worth $1.31 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,548
Previous 3,548 -0.0%
Holding current value
$1.31 Million
Previous $1.2 Million 7.64%
% of portfolio
0.06%
Previous 0.06%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$302.31 - $337.54 $139,667 - $155,943
-462 Reduced 11.52%
3,548 $1.09 Million
Q1 2024

Dec 12, 2024
SELL
$257.46 - $288.1 $48,917 - $54,739
-190 Reduced 4.52%
4,010 $1.16 Million
Q1 2024

May 08, 2024
SELL
$257.46 - $288.1 $48,917 - $54,739
-190 Reduced 4.52%
4,010 $1.16 Million
Q3 2023

Dec 12, 2024
SELL
$234.05 - $252.17 $46,810 - $50,434
-200 Reduced 4.55%
4,200 $986,000
Q3 2023

Nov 08, 2023
SELL
$234.05 - $252.17 $46,810 - $50,434
-200 Reduced 4.55%
4,200 $986,000
Q2 2023

Dec 12, 2024
BUY
$221.85 - $243.74 $86,521 - $95,058
390 Added 9.73%
4,400 $1.07 Million
Q3 2022

Dec 12, 2024
BUY
$197.33 - $237.63 $76,958 - $92,675
390 Added 9.73%
4,400 $868,000
Q2 2022

Aug 04, 2022
SELL
$201.03 - $253.2 $23,721 - $29,877
-118 Reduced 2.61%
4,400 $914,000
Q3 2021

Nov 02, 2021
SELL
$239.32 - $255.42 $57,915 - $61,811
-242 Reduced 5.08%
4,518 $0
Q2 2021

Aug 09, 2021
SELL
$226.48 - $242.11 $190,469 - $203,614
-841 Reduced 15.02%
4,760 $0
Q2 2021

Jul 27, 2021
BUY
$226.48 - $242.11 $217,194 - $232,183
959 Added 20.66%
5,601 $1.19 Million
Q1 2021

Apr 27, 2021
SELL
$208.89 - $225.24 $200,325 - $216,005
-959 Reduced 17.12%
4,642 $0
Q4 2020

Feb 01, 2021
BUY
$182.85 - $211.84 $182 - $211
1 Added 0.02%
5,601 $1.19 Million
Q3 2020

Nov 03, 2020
SELL
$172.79 - $199.44 $259,185 - $299,160
-1,500 Reduced 21.13%
5,600 $0
Q2 2020

Jul 17, 2020
BUY
$135.3 - $179.75 $554,730 - $736,975
4,100 Added 136.67%
7,100 $0
Q2 2020

Jul 17, 2020
SELL
$135.3 - $179.75 $554,730 - $736,975
-4,100 Reduced 57.75%
3,000 $1.22 Million
Q1 2019

May 06, 2019
BUY
N/A
300 Added 4.41%
7,100 $0
Q4 2018

Jan 28, 2019
BUY
N/A
6,800 New
6,800 $943,000

Others Institutions Holding IWB

# of Institutions
1,614
Shares Held
98.3M
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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