Up Strategic Wealth Investment Advisors LLC Ishares Tr Russell 1000 ETF Transaction History

Up Strategic Wealth Investment Advisors LLC

  • $89.3 Billion
  • Q3 2024

A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 21,509 shares of IWB stock, worth $7.07 Million. This represents 7.57% of its overall portfolio holdings.

Number of Shares
21,509
Previous 21,509 -0.0%
Holding current value
$7.07 Million
Previous $6.4 Billion 5.66%
% of portfolio
7.57%
Previous 9.69%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$257.46 - $288.1 $109,420 - $122,442
425 Added 2.02%
21,509 $6.2 Billion
Q4 2023

Feb 13, 2024
BUY
$225.16 - $263.17 $4.75 Million - $5.55 Million
21,084 New
21,084 $5.53 Billion

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
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