Curio Wealth, LLC Ishares Tr Russell 1000 ETF Transaction History

Curio Wealth, LLC

$244 Billion
Q3 2025

A detailed history of Curio Wealth, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Curio Wealth, LLC holds 350 shares of IWB stock, worth $128,660. This represents 0.05% of its overall portfolio holdings.

Number of Shares

350

Holding current value

$128,660

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 12, 2025	BUY	$339.37 - $366.46 $118,779 - $128,261	350 New	350 $128 Million

Others Institutions Holding IWB

# of Institutions

1,617

Shares Held

96.9M

Call Options Held

64.2K

Put Options Held

52.9K

Jones Financial Companies Lllp

11.3M
Shares

$4.14 Billion
2.82% of portfolio
Bank Of America Corp Charlotte, NC

4.77M
Shares

$1.75 Billion
0.12% of portfolio
Envestnet Asset Management Inc

4.18M
Shares

$1.54 Billion
0.47% of portfolio
M&T Bank Corp

2.92M
Shares

$1.07 Billion
3.48% of portfolio
Northern Trust Corp Chicago, IL

2.75M
Shares

$1.01 Billion
0.13% of portfolio

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

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