Phillips Financial Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Phillips Financial Management, LLC holds 10,679 shares of IWB stock, worth $3.93 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
10,679
Previous 11,165 4.35%
Holding current value
$3.93 Million
Previous $3.79 Million 2.93%
% of portfolio
0.27%
Previous 0.29%

Shares

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

Oct 24, 2025
SELL
$339.37 - $366.46 $164,933 - $178,099
-486 Reduced 4.35%
10,679 $3.9 Million
Q2 2025

Jul 30, 2025
SELL
$272.36 - $339.57 $8,443 - $10,526
-31 Reduced 0.28%
11,165 $3.79 Million
Q1 2025

Apr 30, 2025
SELL
$302.31 - $337.54 $29,626 - $33,078
-98 Reduced 0.87%
11,196 $3.43 Million
Q4 2024

Feb 10, 2025
SELL
$311.11 - $335.64 $18,666 - $20,138
-60 Reduced 0.53%
11,294 $3.64 Million
Q3 2024

Nov 07, 2024
SELL
$283.28 - $314.39 $35,410 - $39,298
-125 Reduced 1.09%
11,354 $3.57 Million
Q2 2024

Aug 08, 2024
SELL
$272.21 - $298.72 $53,897 - $59,146
-198 Reduced 1.7%
11,479 $3.42 Million
Q1 2024

Apr 23, 2024
SELL
$257.46 - $288.1 $1,802 - $2,016
-7 Reduced 0.06%
11,677 $3.36 Million
Q4 2023

Jan 25, 2024
SELL
$225.16 - $263.17 $13,059 - $15,263
-58 Reduced 0.49%
11,684 $3.06 Million
Q3 2023

Nov 09, 2023
SELL
$234.05 - $252.17 $5,851 - $6,304
-25 Reduced 0.21%
11,742 $2.76 Million
Q2 2023

Aug 11, 2023
SELL
$221.85 - $243.74 $35,717 - $39,242
-161 Reduced 1.35%
11,767 $2.87 Million
Q1 2023

May 08, 2023
SELL
$208.78 - $230.55 $111,697 - $123,344
-535 Reduced 4.29%
11,928 $2.69 Million
Q4 2022

Jan 24, 2023
SELL
$196.94 - $224.49 $7,680 - $8,755
-39 Reduced 0.31%
12,463 $0
Q3 2022

Nov 08, 2022
BUY
$197.33 - $237.63 $2,762 - $3,326
14 Added 0.11%
12,502 $2.47 Million
Q2 2022

Jul 22, 2022
BUY
$201.03 - $253.2 $7,639 - $9,621
38 Added 0.31%
12,488 $2.6 Million
Q1 2022

May 06, 2022
SELL
$230.48 - $266.11 $3,687 - $4,257
-16 Reduced 0.13%
12,450 $3.11 Million
Q4 2021

Feb 07, 2022
SELL
$241.33 - $266.02 $68,779 - $75,815
-285 Reduced 2.24%
12,466 $3.3 Million
Q3 2021

Nov 09, 2021
SELL
$239.32 - $255.42 $6,700 - $7,151
-28 Reduced 0.22%
12,751 $3.08 Million
Q2 2021

Aug 10, 2021
SELL
$226.48 - $242.11 $46,654 - $49,874
-206 Reduced 1.59%
12,779 $3.09 Million
Q1 2021

May 17, 2021
SELL
$208.89 - $225.24 $6,684 - $7,207
-32 Reduced 0.25%
12,985 $2.91 Million
Q4 2020

Feb 16, 2021
SELL
$182.85 - $211.84 $9,691 - $11,227
-53 Reduced 0.41%
13,017 $2.76 Million
Q3 2020

Nov 06, 2020
SELL
$172.79 - $199.44 $203,719 - $235,139
-1,179 Reduced 8.27%
13,070 $2.45 Million
Q1 2020

May 15, 2020
SELL
$122.99 - $188.06 $66,291 - $101,364
-539 Reduced 3.64%
14,249 $1.93 Million
Q4 2019

Feb 19, 2020
SELL
$159.7 - $178.97 $23,635 - $26,487
-148 Reduced 0.99%
14,788 $2.64 Million
Q3 2019

Nov 12, 2019
SELL
$163.68 - $167.08 $17,350 - $17,710
-106 Reduced 0.7%
14,936 $2.46 Million
Q2 2019

Aug 06, 2019
SELL
N/A
-460 Reduced 2.97%
15,042 $2.47 Million
Q1 2019

May 07, 2019
SELL
N/A
-587 Reduced 3.65%
15,502 $2.47 Million
Q4 2018

Feb 04, 2019
SELL
N/A
-53 Reduced 0.33%
16,089 $2.23 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-2,041 Reduced 11.22%
16,142 $2.62 Million
Q2 2018

Aug 09, 2018
SELL
N/A
-228 Reduced 1.24%
18,183 $2.77 Million
Q1 2018

May 11, 2018
SELL
N/A
-1,837 Reduced 9.07%
18,411 $2.67 Million
Q4 2017

Feb 01, 2018
SELL
N/A
-122 Reduced 0.6%
20,248 $3.08 Million
Q2 2017

Aug 11, 2017
BUY
N/A
20,370
20,370 $2.81 Million

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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