Heritage Wealth Advisors Ishares Tr Russell 1000 ETF Transaction History

Heritage Wealth Advisors

  • $2.06 Billion
  • Q3 2024

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 4,010 shares of IWB stock, worth $1.33 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,010
Previous 4,010 -0.0%
Holding current value
$1.33 Million
Previous $1.19 Million 5.62%
% of portfolio
0.06%
Previous 0.06%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,374
Shares Held
93.3M
Call Options Held
221K
Put Options Held
52.5K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email