Philip James Wealth Mangement, LLC Ishares Tr Russell 1000 ETF Transaction History

Philip James Wealth Mangement, LLC

$814 Billion
Q3 2024

A detailed history of Philip James Wealth Mangement, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 4,047 shares of IWB stock, worth $1.35 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

4,047

Previous 4,033 0.35%

Holding current value

$1.35 Million

Previous $1.2 Billion 6.02%

% of portfolio

0.16%

Previous 0.8%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$283.28 - $314.39 $3,965 - $4,401	14 Added 0.35%	4,047 $1.27 Billion
Q2 2024 Jul 23, 2024	BUY	$272.21 - $298.72 $2,722 - $2,987	10 Added 0.25%	4,033 $1.2 Billion
Q1 2024 Apr 29, 2024	SELL	$257.46 - $288.1 $8,238 - $9,219	-32 Reduced 0.79%	4,023 $1.16 Billion
Q4 2023 Jan 29, 2024	BUY	$225.16 - $263.17 $913,023 - $1.07 Million	4,055 New	4,055 $1.06 Billion

Others Institutions Holding IWB

# of Institutions

1,373

Shares Held

93.2M

Call Options Held

221K

Put Options Held

52.5K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
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Philip James Wealth Mangement, LLC Ishares Tr Russell 1000 ETF Transaction History