Instrumental Wealth, LLC Ishares Tr Russell 1000 ETF Transaction History

Instrumental Wealth, LLC

  • $106 Billion
  • Q4 2024

A detailed history of Instrumental Wealth, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Instrumental Wealth, LLC holds 3,524 shares of IWB stock, worth $1.09 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
3,524
Previous 3,524 -0.0%
Holding current value
$1.09 Million
Previous $1.13 Billion 2.92%
% of portfolio
1.1%
Previous 1.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$283.28 - $314.39 $249,286 - $276,663
-880 Reduced 19.98%
3,524 $1.13 Billion
Q4 2023

Jan 25, 2024
SELL
$225.16 - $263.17 $4,953 - $5,789
-22 Reduced 0.5%
4,404 $1.18 Billion
Q3 2023

Oct 18, 2023
BUY
$234.05 - $252.17 $5,149 - $5,547
22 Added 0.5%
4,426 $1.06 Billion
Q1 2023

May 04, 2023
BUY
$208.78 - $230.55 $919,467 - $1.02 Million
4,404 New
4,404 $985 Million

Others Institutions Holding IWB

# of Institutions
1,472
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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