Scharf Investments, LLC Ishares Tr Russell 1000 ETF Transaction History

Scharf Investments, LLC

  • $2.96 Billion
  • Q4 2024

A detailed history of Scharf Investments, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Scharf Investments, LLC holds 10,113 shares of IWB stock, worth $3.39 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
10,113
Previous 1,030 881.84%
Holding current value
$3.39 Million
Previous $323,000 908.67%
% of portfolio
0.11%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$311.11 - $335.64 $2.83 Million - $3.05 Million
9,083 Added 881.84%
10,113 $3.26 Million
Q3 2024

Oct 15, 2024
SELL
$283.28 - $314.39 $25,495 - $28,295
-90 Reduced 8.04%
1,030 $323,000
Q2 2024

Jul 23, 2024
SELL
$272.21 - $298.72 $62,880 - $69,004
-231 Reduced 17.1%
1,120 $333,000
Q1 2024

Apr 15, 2024
SELL
$257.46 - $288.1 $326,201 - $365,022
-1,267 Reduced 48.4%
1,351 $389,000
Q4 2023

Jan 12, 2024
BUY
$225.16 - $263.17 $589,468 - $688,979
2,618 New
2,618 $686,000
Q4 2022

Feb 03, 2023
BUY
$196.94 - $224.49 $54,355 - $61,959
276 Added 5.2%
5,581 $1.17 Million
Q3 2022

Oct 25, 2022
BUY
$197.33 - $237.63 $1.05 Million - $1.26 Million
5,305 New
5,305 $1.05 Million
Q2 2022

Jul 19, 2022
SELL
$201.03 - $253.2 $174,293 - $219,524
-867 Closed
0 $0
Q1 2022

Apr 13, 2022
SELL
$230.48 - $266.11 $1.02 Million - $1.17 Million
-4,411 Reduced 83.57%
867 $217,000
Q4 2021

Jan 20, 2022
BUY
$241.33 - $266.02 $1.03 Million - $1.13 Million
4,254 Added 415.43%
5,278 $1.4 Million
Q3 2021

Oct 14, 2021
BUY
$239.32 - $255.42 $245,063 - $261,550
1,024 New
1,024 $248,000
Q2 2020

Jul 16, 2020
SELL
$135.3 - $179.75 $2.42 Million - $3.22 Million
-17,896 Closed
0 $0
Q1 2020

May 05, 2020
BUY
$122.99 - $188.06 $2.2 Million - $3.37 Million
17,896 New
17,896 $2.53 Million
Q3 2019

Nov 13, 2019
SELL
$163.68 - $167.08 $236,026 - $240,929
-1,442 Closed
0 $0
Q2 2019

Aug 13, 2019
SELL
N/A
-394 Reduced 21.46%
1,442 $235,000
Q1 2019

May 14, 2019
SELL
N/A
-80,322 Reduced 97.77%
1,836 $289,000
Q4 2018

Feb 13, 2019
BUY
N/A
82,158 New
82,158 $11.4 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-1,844 Closed
0 $0
Q2 2018

Aug 13, 2018
BUY
N/A
1,844 New
1,844 $280,000

Others Institutions Holding IWB

# of Institutions
1,397
Shares Held
92.9M
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 Scharf Investments, LLC Portfolio

Follow Scharf Investments, LLC 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 Scharf Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Scharf Investments, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email