iShares Russell 1000 Index shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.8M | 31k | 288.03 |
| 2023-12-31 | $8.1M | 31k | 262.26 |
| 2023-09-30 | $7.3M | 31k | 234.91 |
| 2023-06-30 | $7.8M | 32k | 243.74 |
| 2023-03-31 | $23M | 68k | 337.84 |
| 2022-12-31 | $14M | 68k | 210.52 |
| 2022-09-30 | $6.6M | 33k | 197.33 |
| 2022-06-30 | $6.9M | 33k | 207.75 |
| 2022-03-31 | $6.6M | 26k | 250.06 |
| 2021-12-31 | $8.9M | 34k | 264.41 |
| 2021-09-30 | $8.1M | 34k | 241.71 |
| 2021-06-30 | $8.3M | 34k | 242.09 |
| 2021-03-31 | $7.8M | 35k | 223.82 |
| 2020-12-31 | $6.0M | 28k | 211.86 |
| 2020-09-30 | $5.5M | 29k | 187.17 |
| 2020-06-30 | $5.1M | 30k | 171.69 |
| 2020-03-31 | $4.2M | 30k | 141.54 |
| 2019-12-31 | $5.4M | 30k | 178.42 |
| 2019-09-30 | $5.0M | 30k | 164.55 |
| 2019-06-30 | $5.1M | 31k | 162.78 |
| 2019-03-31 | $5.1M | 33k | 157.31 |
| 2018-12-31 | $5.0M | 36k | 138.69 |
| 2018-09-30 | $6.5M | 40k | 161.71 |
| 2018-06-30 | $6.2M | 41k | 151.97 |
| 2018-03-31 | $6.1M | 41k | 146.85 |
| 2017-12-31 | $7.9M | 53k | 148.62 |
| 2017-09-30 | $8.0M | 57k | 139.88 |
| 2017-06-30 | $8.1M | 60k | 135.28 |
| 2017-03-31 | $7.9M | 60k | 131.25 |
| 2016-12-31 | $7.5M | 61k | 124.45 |
| 2016-09-30 | $7.4M | 61k | 120.46 |
| 2016-06-30 | $7.2M | 62k | 116.89 |
| 2016-03-31 | $7.4M | 65k | 114.07 |
| 2015-12-31 | $8.1M | 71k | 113.31 |
| 2015-09-30 | $7.4M | 69k | 107.05 |
| 2015-06-30 | $8.3M | 71k | 116.05 |
| 2015-03-31 | $8.3M | 72k | 115.85 |
| 2014-12-31 | $8.4M | 73k | 114.63 |
| 2014-09-30 | $8.3M | 76k | 109.87 |
| 2014-06-30 | $8.4M | 77k | 110.10 |
| 2014-03-31 | $9.5M | 90k | 104.77 |
| 2013-12-31 | $10M | 99k | 103.17 |
| 2013-09-30 | $9.8M | 104k | 94.17 |
| 2013-06-30 | $9.6M | 107k | 89.93 |
| 2013-03-31 | $10M | 115k | 87.21 |
| 2012-12-31 | $9.3M | 117k | 79.15 |
| 2012-09-30 | $10M | 127k | 79.48 |
| 2012-06-30 | $9.9M | 131k | 75.21 |
| 2012-03-31 | $11M | 140k | 77.96 |
| 2011-12-31 | $9.9M | 142k | 69.37 |
| 2011-09-30 | $9.6M | 154k | 62.54 |
| 2011-06-30 | $13M | 171k | 73.89 |