Truepoint, Inc. Ishares Tr Russell 1000 ETF Transaction History

Truepoint, Inc.

$3.66 Billion
Q4 2024

A detailed history of Truepoint, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Truepoint, Inc. holds 4,981 shares of IWB stock, worth $1.54 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,981

Previous 4,364 14.14%

Holding current value

$1.54 Million

Previous $1.37 Million 16.99%

% of portfolio

0.04%

Previous 0.04%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$311.11 - $335.64 $191,954 - $207,089	617 Added 14.14%	4,981 $1.6 Million
Q3 2024 Nov 12, 2024	BUY	$283.28 - $314.39 $23,228 - $25,779	82 Added 1.91%	4,364 $1.37 Million
Q2 2024 Aug 05, 2024	SELL	$272.21 - $298.72 $26,132 - $28,677	-96 Reduced 2.19%	4,282 $1.27 Million
Q1 2024 May 09, 2024	BUY	$257.46 - $288.1 $7,208 - $8,066	28 Added 0.64%	4,378 $1.26 Million
Q2 2021 Aug 04, 2021	BUY	$226.48 - $242.11 $60,243 - $64,401	266 Added 6.51%	4,350 $1.05 Million
Q1 2021 Apr 30, 2021	BUY	$208.89 - $225.24 $185,285 - $199,787	887 Added 27.74%	4,084 $914,000
Q4 2020 Feb 02, 2021	BUY	$182.85 - $211.84 $584,571 - $677,252	3,197 New	3,197 $677,000
Q1 2020 May 13, 2020	SELL	$122.99 - $188.06 $395,166 - $604,236	-3,213 Closed	0 $0
Q2 2019 Aug 08, 2019	SELL	N/A	-8 Reduced 0.25%	3,213 $523,000
Q3 2018 Nov 14, 2018	SELL	N/A	-16 Reduced 0.49%	3,221 $521,000
Q2 2018 Aug 09, 2018	BUY	N/A	2,739 Added 550.0%	3,237 $492,000
Q1 2018 May 08, 2018	SELL	N/A	-2,547 Reduced 83.65%	498 $3.39 Million
Q3 2017 Nov 21, 2017	SELL	N/A	-422,890 Reduced 99.29%	3,045 $426,000
Q3 2017 Nov 17, 2017	BUY	N/A	425,935	425,935 $426,000

Others Institutions Holding IWB

# of Institutions

1,471

Shares Held

98.1M

Call Options Held

79.9K

Put Options Held

306K

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 Truepoint, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Truepoint, Inc. with notifications on news.

Account