Beacon Harbor Wealth Advisors, Inc. Ishares Tr Russell 1000 ETF Transaction History

Beacon Harbor Wealth Advisors, Inc.

$409 Million
Q3 2025

A detailed history of Beacon Harbor Wealth Advisors, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Beacon Harbor Wealth Advisors, Inc. holds 807 shares of IWB stock, worth $296,879. This represents 0.07% of its overall portfolio holdings.

Number of Shares

807

Previous 807 -0.0%

Holding current value

$296,879

Previous $274,000 7.3%

% of portfolio

0.07%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$302.31 - $337.54 $19,650 - $21,940	-65 Reduced 7.45%	807 $247,000
Q4 2024 Feb 06, 2025	BUY	$311.11 - $335.64 $19,911 - $21,480	64 Added 7.92%	872 $280,000
Q2 2024 Aug 09, 2024	SELL	$272.21 - $298.72 $9,527 - $10,455	-35 Reduced 4.15%	808 $240,000
Q4 2023 Feb 06, 2024	SELL	$225.16 - $263.17 $27,019 - $31,580	-120 Reduced 12.46%	843 $221,000
Q3 2023 Nov 13, 2023	SELL	$234.05 - $252.17 $7,021 - $7,565	-30 Reduced 3.02%	963 $226,000
Q4 2020 Jan 21, 2021	BUY	$182.85 - $211.84 $181,570 - $210,357	993 New	993 $210,000

Others Institutions Holding IWB

# of Institutions

1,616

Shares Held

98.4M

Call Options Held

65.9K

Put Options Held

60.7K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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Beacon Harbor Wealth Advisors, Inc. Ishares Tr Russell 1000 ETF Transaction History