A detailed history of Alta Wealth Advisors LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 1,820 shares of IWB stock, worth $669,541. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,820
Previous 1,887 3.55%
Holding current value
$669,541
Previous $640,000 3.91%
% of portfolio
0.24%
Previous 0.3%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

SELL
$339.37 - $366.46 $22,737 - $24,552
-67 Reduced 3.55%
1,820 $665,000
Q2 2025

Jul 22, 2025

BUY
$272.36 - $339.57 $309,128 - $385,411
1,135 Added 150.93%
1,887 $640,000
Q1 2025

Apr 24, 2025

BUY
$302.31 - $337.54 $36,579 - $40,842
121 Added 19.18%
752 $230,000
Q4 2024

Jan 23, 2025

BUY
$311.11 - $335.64 $196,310 - $211,788
631 New
631 $203,000

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


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

Track Alta Wealth Advisors LLC Portfolio

Follow Alta Wealth Advisors 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 Alta Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alta Wealth Advisors LLC with notifications on news.