Bogart Wealth, LLC Ishares Tr Russell 1000 ETF Transaction History

Bogart Wealth, LLC

$2.46 Billion
Q3 2025

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 2,019 shares of IWB stock, worth $742,749. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,019

Previous 2,018 0.05%

Holding current value

$742,749

Previous $685,000 7.59%

% of portfolio

0.03%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$339.37 - $366.46 $339 - $366	1 Added 0.05%	2,019 $737,000
Q2 2025 Jul 29, 2025	BUY	$272.36 - $339.57 $107,037 - $133,451	393 Added 24.18%	2,018 $685,000
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

1,615

Shares Held

98.3M

Call Options Held

65.9K

Put Options Held

60.7K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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Bogart Wealth, LLC Ishares Tr Russell 1000 ETF Transaction History