Abacus Wealth Partners, LLC Ishares Tr Russell 1000 ETF Transaction History

Abacus Wealth Partners, LLC

$667 Billion
Q3 2024

A detailed history of Abacus Wealth Partners, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Abacus Wealth Partners, LLC holds 1,221 shares of IWB stock, worth $403,564. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,221

Previous 1,221 -0.0%

Holding current value

$403,564

Previous $363 Million 5.66%

% of portfolio

0.06%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 07, 2024	SELL	$225.16 - $263.17 $3,152 - $3,684	-14 Reduced 1.13%	1,221 $320 Million
Q2 2023 Jul 25, 2023	BUY	$221.85 - $243.74 $3,105 - $3,412	14 Added 1.15%	1,235 $301 Million
Q1 2023 May 19, 2023	BUY	$208.78 - $230.55 $254,920 - $281,501	1,221 New	1,221 $276 Million
Q1 2022 May 31, 2023	SELL	$230.48 - $266.11 $115,240 - $133,055	-500 Reduced 27.28%	1,333 $333 Million
Q4 2021 May 31, 2023	BUY	$241.33 - $266.02 $147,693 - $162,804	612 Added 50.12%	1,833 $485 Million
Q2 2021 May 31, 2023	BUY	$226.48 - $242.11 $113,240 - $121,055	500 Added 40.95%	1,721 $417 Million
Q1 2021 May 31, 2023	SELL	$208.89 - $225.24 $13,995 - $15,091	-67 Reduced 3.75%	1,721 $385 Million
Q4 2020 May 31, 2023	BUY	$182.85 - $211.84 $103,675 - $120,113	567 Added 46.44%	1,788 $379 Million

Others Institutions Holding IWB

# of Institutions

1,373

Shares Held

93.3M

Call Options Held

221K

Put Options Held

52.5K

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 Abacus Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Abacus Wealth Partners, LLC with notifications on news.

Account

Abacus Wealth Partners, LLC Ishares Tr Russell 1000 ETF Transaction History