Regimen Wealth, LLC Ishares Tr Russell 1000 ETF Transaction History

Regimen Wealth, LLC

$311 Billion
Q1 2025

A detailed history of Regimen Wealth, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Regimen Wealth, LLC holds 3,269 shares of IWB stock, worth $1.07 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

3,269

Previous 3,154 3.65%

Holding current value

$1.07 Million

Previous $1.02 Billion 1.29%

% of portfolio

0.32%

Previous 0.33%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$302.31 - $337.54 $34,765 - $38,817	115 Added 3.65%	3,269 $1 Billion
Q4 2024 Feb 13, 2025	BUY	$311.11 - $335.64 $3,111 - $3,356	10 Added 0.32%	3,154 $1.02 Billion
Q3 2024 Nov 13, 2024	BUY	$283.28 - $314.39 $3,116 - $3,458	11 Added 0.35%	3,144 $988 Million
Q2 2024 Aug 14, 2024	BUY	$272.21 - $298.72 $2,177 - $2,389	8 Added 0.26%	3,133 $932 Million
Q1 2024 May 14, 2024	BUY	$257.46 - $288.1 $2,317 - $2,592	9 Added 0.29%	3,125 $900 Million
Q4 2023 Feb 13, 2024	BUY	$225.16 - $263.17 $5,629 - $6,579	25 Added 0.81%	3,116 $817 Million
Q2 2023 Aug 08, 2023	BUY	$221.85 - $243.74 $1,774 - $1,949	8 Added 0.26%	3,091 $753 Million
Q1 2023 May 05, 2023	BUY	$208.78 - $230.55 $2,505 - $2,766	12 Added 0.39%	3,083 $694 Million
Q4 2022 Feb 06, 2023	BUY	$196.94 - $224.49 $604,802 - $689,408	3,071 New	3,071 $647 Million

Others Institutions Holding IWB

# of Institutions

1,498

Shares Held

96.1M

Call Options Held

66.9K

Put Options Held

199K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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Regimen Wealth, LLC Ishares Tr Russell 1000 ETF Transaction History