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

Beacon Harbor Wealth Advisors, Inc.

  • $407 Million
  • Q4 2024

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 872 shares of IWB stock, worth $275,438. This represents 0.07% of its overall portfolio holdings.

Number of Shares
872
Previous 808 7.92%
Holding current value
$275,438
Previous $254,000 10.24%
% of portfolio
0.07%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,470
Shares Held
98.1M
Call Options Held
79.9K
Put Options Held
306K
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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