A detailed history of Wr Wealth Planners, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 58 shares of IWB stock, worth $19,175. This represents 0.01% of its overall portfolio holdings.

Number of Shares
58
Previous 191 69.63%
Holding current value
$19,175
Previous $56,000 67.86%
% of portfolio
0.01%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$283.28 - $314.39 $37,676 - $41,813
-133 Reduced 69.63%
58 $18,000
Q2 2024

Jul 31, 2024

SELL
$272.21 - $298.72 $4,899 - $5,376
-18 Reduced 8.61%
191 $56,000
Q1 2024

Jul 31, 2024

BUY
$257.46 - $288.1 $53,809 - $60,212
209 New
209 $60,000
Q3 2023

Aug 01, 2024

BUY
$234.05 - $252.17 $11,234 - $12,104
48 Added 18.82%
303 $71.3 Million
Q2 2023

Aug 01, 2024

BUY
$221.85 - $243.74 $14,198 - $15,599
64 Added 33.51%
255 $62.3 Million
Q1 2023

Aug 01, 2024

SELL
$208.78 - $230.55 $17,746 - $19,596
-85 Reduced 44.5%
106 $24 Million
Q3 2022

Oct 10, 2024

SELL
$197.33 - $237.63 $33,940 - $40,872
-172 Reduced 90.05%
19 $3.8 Million
Q1 2022

Oct 17, 2024

SELL
$230.48 - $266.11 $8,988 - $10,378
-39 Reduced 67.24%
19 $4.79 Million

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.