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

Beacon Harbor Wealth Advisors, Inc.

  • $420 Million
  • Q3 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 808 shares of IWB stock, worth $262,559. This represents 0.06% of its overall portfolio holdings.

Number of Shares
808
Previous 808 -0.0%
Holding current value
$262,559
Previous $240,000 5.83%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,373
Shares Held
93.3M
Call Options Held
221K
Put Options Held
52.5K
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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