Andrews, Lucia Wealth Management LLC Ishares Tr Russell 1000 ETF Transaction History

Andrews, Lucia Wealth Management LLC

$146 Million
Q1 2025

A detailed history of Andrews, Lucia Wealth Management LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 5,696 shares of IWB stock, worth $1.85 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

5,696

Previous 5,696 -0.0%

Holding current value

$1.85 Million

Previous $1.84 Million 4.8%

% of portfolio

1.2%

Previous 1.25%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$283.28 - $314.39 $1.61 Million - $1.79 Million	-5,696 Reduced 50.0%	5,696 $1.79 Million
Q2 2024 Jul 25, 2024	BUY	$272.21 - $298.72 $1.55 Million - $1.7 Million	5,696 Added 100.0%	11,392 $3.39 Million
Q1 2024 May 14, 2024	SELL	$257.46 - $288.1 $194,382 - $217,515	-755 Reduced 11.7%	5,696 $1.64 Million
Q4 2022 Feb 13, 2023	SELL	$196.94 - $224.49 $46,280 - $52,755	-235 Reduced 3.51%	6,451 $1.36 Million
Q3 2022 Nov 01, 2022	SELL	$197.33 - $237.63 $74,985 - $90,299	-380 Reduced 5.38%	6,686 $1.32 Million
Q4 2021 Feb 04, 2022	BUY	$241.33 - $266.02 $1.71 Million - $1.88 Million	7,066 New	7,066 $1.87 Million

Others Institutions Holding IWB

# of Institutions

1,498

Shares Held

96.1M

Call Options Held

66.9K

Put Options Held

199K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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Andrews, Lucia Wealth Management LLC Ishares Tr Russell 1000 ETF Transaction History