A detailed history of Aj Wealth Strategies, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 5,193 shares of IWB stock, worth $1.66 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,193
Previous 5,193 -0.0%
Holding current value
$1.66 Million
Previous $1.17 Million 8.21%
% of portfolio
0.06%
Previous 0.06%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 25, 2023

SELL
$196.94 - $224.49 $2.07 Million - $2.36 Million
-10,500 Reduced 66.91%
5,193 $1.09 Million
Q3 2022

Oct 27, 2022

SELL
$197.33 - $237.63 $8,485 - $10,218
-43 Reduced 0.27%
15,693 $3.1 Million
Q2 2022

Aug 04, 2022

SELL
$201.03 - $253.2 $8,443 - $10,634
-42 Reduced 0.27%
15,736 $3.27 Million
Q1 2022

May 13, 2022

BUY
$230.48 - $266.11 $2.25 Million - $2.59 Million
9,750 Added 161.75%
15,778 $3.95 Million
Q4 2021

Jan 26, 2022

BUY
$241.33 - $266.02 $69,503 - $76,613
288 Added 5.02%
6,028 $1.59 Million
Q2 2021

Aug 16, 2021

SELL
$226.48 - $242.11 $9,965 - $10,652
-44 Reduced 0.76%
5,740 $1.39 Million
Q1 2021

May 06, 2021

SELL
$208.89 - $225.24 $294,743 - $317,813
-1,411 Reduced 19.61%
5,784 $1.3 Million
Q4 2020

Feb 16, 2021

SELL
$182.85 - $211.84 $6,582 - $7,626
-36 Reduced 0.5%
7,195 $1.52 Million
Q3 2020

Nov 16, 2020

BUY
$172.79 - $199.44 $2,764 - $3,191
16 Added 0.22%
7,231 $1.35 Million
Q2 2020

Aug 14, 2020

BUY
$135.3 - $179.75 $503,451 - $668,849
3,721 Added 106.5%
7,215 $1.24 Million
Q1 2020

May 15, 2020

BUY
$122.99 - $188.06 $14,143 - $21,626
115 Added 3.4%
3,494 $495,000
Q3 2019

Nov 26, 2019

SELL
$163.68 - $167.08 $252,067 - $257,303
-1,540 Reduced 31.31%
3,379 $556,000
Q4 2016

Jul 19, 2018

BUY
N/A
4,919
4,919 $612,000

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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