Lbj Family Wealth Advisors, Ltd. Ishares Tr Russell 1000 ETF Transaction History

Lbj Family Wealth Advisors, Ltd.

$168 Million
Q3 2024

A detailed history of Lbj Family Wealth Advisors, Ltd. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Lbj Family Wealth Advisors, Ltd. holds 4,577 shares of IWB stock, worth $1.51 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

4,577

Previous 4,577 -0.0%

Holding current value

$1.51 Million

Previous $1.36 Million 5.29%

% of portfolio

0.85%

Previous 0.86%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 02, 2024	BUY	$257.46 - $288.1 $2,832 - $3,169	11 Added 0.24%	4,577 $1.32 Million
Q4 2023 Jan 03, 2024	BUY	$225.16 - $263.17 $6,079 - $7,105	27 Added 0.59%	4,566 $1.2 Million
Q3 2023 Oct 10, 2023	SELL	$234.05 - $252.17 $88,236 - $95,068	-377 Reduced 7.67%	4,539 $1.07 Million
Q2 2023 Jul 03, 2023	BUY	$221.85 - $243.74 $1,996 - $2,193	9 Added 0.18%	4,916 $1.2 Million
Q1 2023 Apr 11, 2023	BUY	$208.78 - $230.55 $3,758 - $4,149	18 Added 0.37%	4,907 $1.11 Million
Q4 2022 Jan 04, 2023	BUY	$196.94 - $224.49 $4,135 - $4,714	21 Added 0.43%	4,889 $1.03 Million
Q3 2022 Oct 03, 2022	BUY	$197.33 - $237.63 $4,735 - $5,703	24 Added 0.5%	4,868 $961,000
Q2 2022 Jul 06, 2022	BUY	$201.03 - $253.2 $2,814 - $3,544	14 Added 0.29%	4,844 $1.01 Million
Q1 2022 Apr 13, 2022	SELL	$230.48 - $266.11 $14,750 - $17,031	-64 Reduced 1.31%	4,830 $1.18 Million
Q4 2021 Jan 12, 2022	BUY	$241.33 - $266.02 $2,413 - $2,660	10 Added 0.2%	4,894 $1.29 Million
Q2 2021 Jul 02, 2021	SELL	$226.48 - $242.11 $93,989 - $100,475	-415 Reduced 7.83%	4,884 $1.18 Million
Q1 2021 Apr 13, 2021	BUY	$208.89 - $225.24 $3,551 - $3,829	17 Added 0.32%	5,299 $1.19 Million
Q4 2020 Jan 13, 2021	BUY	$182.85 - $211.84 $3,657 - $4,236	20 Added 0.38%	5,282 $1.12 Million
Q3 2020 Oct 05, 2020	BUY	$172.79 - $199.44 $3,801 - $4,387	22 Added 0.42%	5,262 $985,000
Q2 2020 Jul 01, 2020	BUY	$135.3 - $179.75 $2,435 - $3,235	18 Added 0.34%	5,240 $900,000
Q1 2020 Apr 02, 2020	BUY	$122.99 - $188.06 $3,320 - $5,077	27 Added 0.52%	5,222 $739,000
Q4 2019 Jan 09, 2020	BUY	$159.7 - $178.97 $3,992 - $4,474	25 Added 0.48%	5,195 $930,000
Q3 2019 Oct 01, 2019	BUY	$163.68 - $167.08 $3,600 - $3,675	22 Added 0.43%	5,170 $0
Q2 2019 Jul 18, 2019	BUY	N/A	28 Added 0.55%	5,148 $852,000
Q1 2019 Apr 03, 2019	BUY	N/A	21 Added 0.41%	5,120 $805,000
Q4 2018 Jan 11, 2019	BUY	N/A	5,099 New	5,099 $707,000

Others Institutions Holding IWB

# of Institutions

1,373

Shares Held

93.3M

Call Options Held

221K

Put Options Held

52.5K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

Track This Portfolio

Portfolio Update

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

News

Stay updated on Lbj Family Wealth Advisors, Ltd. with notifications on news.

Account

Lbj Family Wealth Advisors, Ltd. Ishares Tr Russell 1000 ETF Transaction History