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

Precedent Wealth Partners, LLC

$477 Billion
Q4 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 9,966 shares of IWB stock, worth $3.67 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

9,966

Previous 11,335 12.08%

Holding current value

$3.67 Million

Previous $4.14 Billion 10.16%

% of portfolio

0.78%

Previous 0.91%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	SELL	$358.39 - $376.54 $490,635 - $515,483	-1,369 Reduced 12.08%	9,966 $3.72 Billion
Q3 2025 Oct 14, 2025	SELL	$339.37 - $366.46 $301,360 - $325,416	-888 Reduced 7.26%	11,335 $4.14 Billion
Q2 2025 Jul 21, 2025	SELL	$272.36 - $339.57 $466,007 - $581,004	-1,711 Reduced 12.28%	12,223 $4.15 Billion
Q1 2025 Apr 17, 2025	BUY	$302.31 - $337.54 $262,102 - $292,647	867 Added 6.64%	13,934 $4.27 Billion
Q4 2024 Jan 21, 2025	BUY	$311.11 - $335.64 $345,643 - $372,896	1,111 Added 9.29%	13,067 $4.21 Billion

Q3 2024 Oct 17, 2024	BUY	$283.28 - $314.39 $1.07 Million - $1.18 Million	3,765 Added 45.97%	11,956 $3.76 Billion
Q2 2024 Jul 23, 2024	BUY	$272.21 - $298.72 $559,935 - $614,467	2,057 Added 33.53%	8,191 $2.44 Billion
Q1 2024 Apr 23, 2024	BUY	$257.46 - $288.1 $530,882 - $594,062	2,062 Added 50.64%	6,134 $1.77 Billion
Q4 2023 Jan 18, 2024	BUY	$225.16 - $263.17 $916,851 - $1.07 Million	4,072 New	4,072 $1.07 Billion

Others Institutions Holding IWB

# of Institutions

1,624

Shares Held

98.5M

Call Options Held

65.9K

Put Options Held

60.7K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Precedent Wealth Partners, LLC Ishares Tr Russell 1000 ETF Transaction History