Shared Vision Wealth Group LLC Ishares Tr Russell 1000 ETF Transaction History

Shared Vision Wealth Group LLC

  • $183 Billion
  • Q1 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 1,233 shares of IWB stock, worth $392,587. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,233
Previous 909 35.64%
Holding current value
$392,587
Previous $293 Million 29.15%
% of portfolio
0.21%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$302.31 - $337.54 $97,948 - $109,362
324 Added 35.64%
1,233 $378 Million
Q4 2024

Feb 06, 2025
SELL
$311.11 - $335.64 $2,799 - $3,020
-9 Reduced 0.98%
909 $293 Million
Q3 2024

Nov 12, 2024
SELL
$283.28 - $314.39 $283 - $314
-1 Reduced 0.11%
918 $289 Million
Q2 2024

Jul 23, 2024
BUY
$272.21 - $298.72 $23,682 - $25,988
87 Added 10.46%
919 $273 Million
Q1 2024

May 06, 2024
BUY
$257.46 - $288.1 $257 - $288
1 Added 0.12%
832 $240 Million
Q4 2023

Feb 07, 2024
BUY
$225.16 - $263.17 $187,107 - $218,694
831 New
831 $218 Million

Others Institutions Holding IWB

# of Institutions
1,497
Shares Held
96.1M
Call Options Held
66.9K
Put Options Held
199K
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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