Bogart Wealth, LLC Ishares Tr Russell 1000 ETF Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Bogart Wealth, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,625 shares of IWB stock, worth $534,462. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,625
Previous 1,236 31.47%
Holding current value
$534,462
Previous $367,000 38.96%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
$283.28 - $314.39 $110,195 - $122,297
389 Added 31.47%
1,625 $510,000
Q2 2024

Jul 31, 2024
SELL
$272.21 - $298.72 $27,220 - $29,872
-100 Reduced 7.49%
1,236 $367,000
Q1 2024

Apr 25, 2024
BUY
$257.46 - $288.1 $8,496 - $9,507
33 Added 2.53%
1,336 $384,000
Q1 2023

Apr 21, 2023
BUY
$208.78 - $230.55 $138,212 - $152,624
662 Added 103.28%
1,303 $293,000
Q4 2022

Feb 06, 2023
BUY
$196.94 - $224.49 $76,609 - $87,326
389 Added 154.37%
641 $134,000
Q3 2022

Nov 03, 2022
BUY
$197.33 - $237.63 $49,727 - $59,882
252 New
252 $50,000
Q3 2020

Oct 06, 2020
SELL
$172.79 - $199.44 $10,194 - $11,766
-59 Closed
0 $0
Q1 2020

Apr 20, 2020
BUY
$122.99 - $188.06 $7,256 - $11,095
59 New
59 $8,000

Others Institutions Holding IWB

# of Institutions
1,373
Shares Held
93.2M
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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