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

Accretive Wealth Partners, LLC

  • $274 Million
  • Q1 2025

A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 883 shares of IWB stock, worth $300,599. This represents 0.1% of its overall portfolio holdings.

Number of Shares
883
Previous 916 3.6%
Holding current value
$300,599
Previous $295,000 8.47%
% of portfolio
0.1%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
$302.31 - $337.54 $9,976 - $11,138
-33 Reduced 3.6%
883 $270,000
Q1 2023

May 04, 2023
BUY
$208.78 - $230.55 $191,242 - $211,183
916 New
916 $206,000
Q2 2022

Aug 12, 2022
SELL
$201.03 - $253.2 $184,143 - $231,931
-916 Closed
0 $0
Q2 2021

Aug 13, 2021
SELL
$226.48 - $242.11 $34,424 - $36,800
-152 Reduced 14.23%
916 $222,000
Q1 2021

May 17, 2021
BUY
$208.89 - $225.24 $223,094 - $240,556
1,068 New
1,068 $239,000

Others Institutions Holding IWB

# of Institutions
1,515
Shares Held
98M
Call Options Held
66.9K
Put Options Held
199K
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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