United Asset Strategies, Inc. Ishares Tr Russell 1000 ETF Transaction History

United Asset Strategies, Inc.

  • $1.08 Billion
  • Q4 2024

A detailed history of United Asset Strategies, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, United Asset Strategies, Inc. holds 2,159 shares of IWB stock, worth $658,559. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,159
Previous 2,291 5.76%
Holding current value
$658,559
Previous $720,000 3.47%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Jan 22, 2025
SELL
$311.11 - $335.64 $41,066 - $44,304
-132 Reduced 5.76%
2,159 $695,000
Q3 2024

Oct 28, 2024
SELL
$283.28 - $314.39 $8,781 - $9,746
-31 Reduced 1.34%
2,291 $720,000
Q2 2024

Aug 01, 2024
SELL
$272.21 - $298.72 $151,348 - $166,088
-556 Reduced 19.32%
2,322 $690,000
Q1 2024

Apr 23, 2024
SELL
$257.46 - $288.1 $27,548 - $30,826
-107 Reduced 3.58%
2,878 $828,000
Q4 2023

Jan 30, 2024
BUY
$225.16 - $263.17 $28,820 - $33,685
128 Added 4.48%
2,985 $782,000
Q3 2023

Nov 07, 2023
SELL
$234.05 - $252.17 $14,043 - $15,130
-60 Reduced 2.06%
2,857 $671,000
Q2 2023

Jul 25, 2023
BUY
$221.85 - $243.74 $3,105 - $3,412
14 Added 0.48%
2,917 $710,000
Q1 2023

Apr 25, 2023
BUY
$208.78 - $230.55 $7,098 - $7,838
34 Added 1.19%
2,903 $653,000
Q4 2022

Jan 26, 2023
BUY
$196.94 - $224.49 $12,407 - $14,142
63 Added 2.25%
2,869 $0
Q3 2022

Oct 24, 2022
SELL
$197.33 - $237.63 $55,252 - $66,536
-280 Reduced 9.07%
2,806 $554,000
Q2 2022

Aug 15, 2022
SELL
$201.03 - $253.2 $47,845 - $60,261
-238 Reduced 7.16%
3,086 $641,000
Q1 2022

Apr 29, 2022
SELL
$230.48 - $266.11 $38,720 - $44,706
-168 Reduced 4.81%
3,324 $831,000
Q4 2021

Jan 31, 2022
SELL
$241.33 - $266.02 $66,365 - $73,155
-275 Reduced 7.3%
3,492 $923,000
Q3 2021

Oct 21, 2021
SELL
$239.32 - $255.42 $229,507 - $244,947
-959 Reduced 20.29%
3,767 $910,000
Q2 2021

Jul 19, 2021
SELL
$226.48 - $242.11 $133,170 - $142,360
-588 Reduced 11.07%
4,726 $1.14 Million
Q1 2021

Apr 27, 2021
BUY
$208.89 - $225.24 $417 - $450
2 Added 0.04%
5,314 $1.19 Million
Q4 2020

Feb 05, 2021
BUY
$182.85 - $211.84 $10,422 - $12,074
57 Added 1.08%
5,312 $1.13 Million
Q3 2020

Nov 03, 2020
SELL
$172.79 - $199.44 $82,248 - $94,933
-476 Reduced 8.31%
5,255 $983,000
Q2 2020

Aug 03, 2020
SELL
$135.3 - $179.75 $25,436 - $33,793
-188 Reduced 3.18%
5,731 $984,000
Q1 2020

May 08, 2020
BUY
$122.99 - $188.06 $17,464 - $26,704
142 Added 2.46%
5,919 $838,000
Q4 2019

Feb 12, 2020
SELL
$159.7 - $178.97 $16,608 - $18,612
-104 Reduced 1.77%
5,777 $1.03 Million
Q3 2019

Nov 01, 2019
SELL
$163.68 - $167.08 $95,752 - $97,741
-585 Reduced 9.05%
5,881 $968,000
Q2 2019

Jul 31, 2019
SELL
N/A
-590 Reduced 8.36%
6,466 $1.05 Million
Q1 2019

May 02, 2019
BUY
N/A
195 Added 2.84%
7,056 $1.11 Million
Q4 2018

Feb 11, 2019
SELL
N/A
-514 Reduced 6.97%
6,861 $952,000
Q3 2018

Nov 07, 2018
SELL
N/A
-440 Reduced 5.63%
7,375 $1.19 Million
Q2 2018

Aug 07, 2018
BUY
N/A
283 Added 3.76%
7,815 $1.19 Million
Q1 2018

May 14, 2018
BUY
N/A
859 Added 12.87%
7,532 $1.11 Million
Q4 2017

Feb 09, 2018
SELL
N/A
-8,742 Reduced 56.71%
6,673 $992,000
Q3 2017

Nov 02, 2017
BUY
N/A
15,415
15,415 $2.16 Million

Others Institutions Holding IWB

# of Institutions
1,476
Shares Held
98.2M
Call Options Held
79.9K
Put Options Held
306K
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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