Smi Advisory Services, LLC Ishares Tr Russell 1000 ETF Transaction History

Smi Advisory Services, LLC

$226 Million
Q4 2025

A detailed history of Smi Advisory Services, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Smi Advisory Services, LLC holds 1,559 shares of IWB stock, worth $573,524. This represents 0.25% of its overall portfolio holdings.

Number of Shares

1,559

Previous 1,877 16.94%

Holding current value

$573,524

Previous $686,000 16.47%

% of portfolio

0.25%

Previous 0.31%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	SELL	$358.39 - $376.54 $113,968 - $119,739	-318 Reduced 16.94%	1,559 $573,000
Q3 2025 Oct 06, 2025	SELL	$339.37 - $366.46 $27,149 - $29,316	-80 Reduced 4.09%	1,877 $686,000
Q2 2025 Jul 18, 2025	BUY	$272.36 - $339.57 $533,008 - $664,538	1,957 New	1,957 $664,000
Q4 2024 Jan 17, 2025	SELL	$311.11 - $335.64 $5,288 - $5,705	-17 Reduced 0.77%	2,200 $708,000
Q3 2024 Oct 07, 2024	SELL	$283.28 - $314.39 $8,215 - $9,117	-29 Reduced 1.29%	2,217 $697,000

Q2 2024 Jul 15, 2024	BUY	$272.21 - $298.72 $611,383 - $670,925	2,246 New	2,246 $668,000
Q4 2023 Jan 12, 2024	SELL	$225.16 - $263.17 $68,448 - $80,003	-304 Reduced 9.54%	2,882 $755,000
Q3 2023 Nov 14, 2023	SELL	$234.05 - $252.17 $181,154 - $195,179	-774 Reduced 19.55%	3,186 $748,000
Q1 2023 Apr 11, 2023	SELL	$208.78 - $230.55 $26,097 - $28,818	-125 Reduced 3.06%	3,960 $891,000
Q3 2022 Oct 14, 2022	SELL	$197.33 - $237.63 $57,423 - $69,150	-291 Reduced 6.65%	4,085 $806,000
Q2 2022 Aug 25, 2022	SELL	$201.03 - $253.2 $603 - $759	-3 Reduced 0.07%	4,376 $909,000
Q1 2022 Apr 28, 2022	SELL	$230.48 - $266.11 $119,158 - $137,578	-517 Reduced 10.56%	4,379 $1.1 Million
Q4 2021 Jan 19, 2022	SELL	$241.33 - $266.02 $33,303 - $36,710	-138 Reduced 2.74%	4,896 $1.3 Million
Q3 2021 Oct 12, 2021	SELL	$239.32 - $255.42 $157,711 - $168,321	-659 Reduced 11.58%	5,034 $1.22 Million
Q2 2021 Jul 23, 2021	SELL	$226.48 - $242.11 $64,999 - $69,485	-287 Reduced 4.8%	5,693 $1.38 Million
Q1 2021 May 12, 2021	BUY	$208.89 - $225.24 $1.25 Million - $1.35 Million	5,980 New	5,980 $1.34 Million

Others Institutions Holding IWB

# of Institutions

1,626

Shares Held

98.5M

Call Options Held

65.9K

Put Options Held

60.7K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Smi Advisory Services, LLC Ishares Tr Russell 1000 ETF Transaction History