Zhang Financial LLC Ishares Tr Russell 1000 ETF Transaction History

Zhang Financial LLC

$1.73 Billion
Q4 2024

A detailed history of Zhang Financial LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Zhang Financial LLC holds 1,856 shares of IWB stock, worth $623,189. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,856

Previous 1,856 -0.0%

Holding current value

$623,189

Previous $583,000 2.4%

% of portfolio

0.03%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 31, 2024	BUY	$225.16 - $263.17 $52,687 - $61,581	234 Added 14.43%	1,856 $486,000
Q2 2023 Jul 18, 2023	BUY	$221.85 - $243.74 $359,840 - $395,346	1,622 New	1,622 $395,000
Q2 2022 Jul 14, 2022	SELL	$201.03 - $253.2 $178,313 - $224,588	-887 Reduced 14.09%	5,408 $1.12 Million
Q2 2021 Jul 26, 2021	SELL	$226.48 - $242.11 $97,386 - $104,107	-430 Reduced 6.39%	6,295 $1.52 Million
Q1 2021 Apr 21, 2021	BUY	$208.89 - $225.24 $185,285 - $199,787	887 Added 15.19%	6,725 $1.51 Million
Q4 2020 Jan 20, 2021	SELL	$182.85 - $211.84 $87,036 - $100,835	-476 Reduced 7.54%	5,838 $1.24 Million
Q3 2020 Oct 13, 2020	BUY	$172.79 - $199.44 $91,060 - $105,104	527 Added 9.11%	6,314 $1.18 Million
Q2 2019 Jul 24, 2019	SELL	N/A	-887 Reduced 13.29%	5,787 $942,000
Q1 2019 May 14, 2019	BUY	N/A	5,103 Added 324.82%	6,674 $1.05 Million
Q4 2018 May 16, 2019	BUY	N/A	1,571 New	1,571 $218,000

Others Institutions Holding IWB

# of Institutions

1,465

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 Zhang Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zhang Financial LLC with notifications on news.

Account

Zhang Financial LLC Ishares Tr Russell 1000 ETF Transaction History