Note Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Note Advisors, LLC

$113 Billion
Q4 2024

A detailed history of Note Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Note Advisors, LLC holds 3,859 shares of IWB stock, worth $1.3 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

3,859

Holding current value

$1.3 Million

% of portfolio

1.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$311.11 - $335.64 $1.2 Million - $1.3 Million	3,859 New	3,859 $1.24 Billion

Others Institutions Holding IWB

# of Institutions

1,465

Shares Held

98.1M

Call Options Held

79.9K

Put Options Held

306K

Jones Financial Companies Lllp

9.74M
Shares

$3.27 Billion
2.99% of portfolio
Envestnet Asset Management Inc

4.68M
Shares

$1.57 Billion
0.5% of portfolio
Bank Of America Corp Charlotte, NC

4.09M
Shares

$1.37 Billion
0.11% of portfolio
M&T Bank Corp

3.08M
Shares

$1.04 Billion
0.43% of portfolio
Northern Trust Corp Chicago, IL

2.68M
Shares

$900 Million
0.13% of portfolio

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

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Note Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History