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

Andrews, Lucia Wealth Management LLC

  • $142 Million
  • Q2 2024

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 11,392 shares of IWB stock, worth $3.57 Million. This represents 2.38% of its overall portfolio holdings.

Number of Shares
11,392
Previous 5,696 100.0%
Holding current value
$3.57 Million
Previous $1.64 Million 106.65%
% of portfolio
2.38%
Previous 1.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,339
Shares Held
92.5M
Call Options Held
56.9K
Put Options Held
46.1K
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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