9258 Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

9258 Wealth Management, LLC

  • $664 Million
  • Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 734 shares of IWB stock, worth $236,465. This represents 0.03% of its overall portfolio holdings.

Number of Shares
734
Previous 740 0.81%
Holding current value
$236,465
Previous $220,000 4.55%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 12, 2024
SELL
$283.28 - $314.39 $1,699 - $1,886
-6 Reduced 0.81%
734 $230,000
Q2 2024

Aug 02, 2024
BUY
$272.21 - $298.72 $4,627 - $5,078
17 Added 2.35%
740 $220,000
Q1 2024

May 03, 2024
BUY
$257.46 - $288.1 $186,143 - $208,296
723 New
723 $208,000
Q4 2022

Feb 03, 2023
BUY
$196.94 - $224.49 $692,441 - $789,306
3,516 New
3,516 $740,000

Others Institutions Holding IWB

# of Institutions
1,374
Shares Held
93.3M
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
Track This Portfolio

Track 9258 Wealth Management, LLC Portfolio

Follow 9258 Wealth Management, 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 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email