Arkadios Wealth Advisors Ishares Tr Russell 1000 ETF Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

A detailed history of Arkadios Wealth Advisors transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Arkadios Wealth Advisors holds 10,566 shares of IWB stock, worth $3.43 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

10,566

Previous 692 1426.88%

Holding current value

$3.43 Million

Previous $205,000 1520.0%

% of portfolio

0.2%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$283.28 - $314.39 $2.8 Million - $3.1 Million	9,874 Added 1426.88%	10,566 $3.32 Million
Q2 2024 Jul 29, 2024	BUY	$272.21 - $298.72 $188,369 - $206,714	692 New	692 $205,000
Q3 2023 Oct 13, 2023	BUY	$234.05 - $252.17 $361,373 - $389,350	1,544 Added 175.26%	2,425 $569,000
Q2 2023 Jul 26, 2023	SELL	$221.85 - $243.74 $1,774 - $1,949	-8 Reduced 0.9%	881 $214,000
Q1 2023 May 02, 2023	SELL	$208.78 - $230.55 $13,779 - $15,216	-66 Reduced 6.91%	889 $200,000
Q4 2022 Jan 11, 2023	BUY	$196.94 - $224.49 $188,077 - $214,387	955 New	955 $0
Q4 2021 Feb 03, 2022	SELL	$241.33 - $266.02 $49,955 - $55,066	-207 Closed	0 $0
Q3 2021 Oct 19, 2021	BUY	$239.32 - $255.42 $38,769 - $41,378	162 Added 360.0%	207 $50,000
Q1 2021 Apr 26, 2021	BUY	$208.89 - $225.24 $9,400 - $10,135	45 New	45 $10,000

Others Institutions Holding IWB

# of Institutions

1,373

Shares Held

93.3M

Call Options Held

221K

Put Options Held

52.5K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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Arkadios Wealth Advisors Ishares Tr Russell 1000 ETF Transaction History