Instrumental Wealth, LLC Ishares Tr Russell 1000 ETF Transaction History

Instrumental Wealth, LLC

  • $103 Billion
  • Q3 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 $1.17 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
3,524
Previous 4,404 19.98%
Holding current value
$1.17 Million
Previous $1.3 Billion 13.15%
% of portfolio
1.1%
Previous 1.34%

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
1,373
Shares Held
93.2M
Call Options Held
221K
Put Options Held
52.5K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Instrumental Wealth, LLC Portfolio

Follow Instrumental Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Instrumental Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Instrumental Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email