Bordeaux Wealth Advisors LLC Ishares Tr Russell 1000 ETF Transaction History

Bordeaux Wealth Advisors LLC

  • $777 Million
  • Q2 2025

A detailed history of Bordeaux Wealth Advisors LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 48,706 shares of IWB stock, worth $17.8 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares
48,706
Previous 48,639 0.14%
Holding current value
$17.8 Million
Previous $14.9 Million 10.86%
% of portfolio
2.13%
Previous 2.77%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$272.36 - $339.57 $18,248 - $22,751
67 Added 0.14%
48,706 $16.5 Million
Q3 2024

Nov 04, 2024
SELL
$283.28 - $314.39 $82,151 - $91,173
-290 Reduced 0.59%
48,639 $15.3 Million
Q2 2024

Aug 02, 2024
BUY
$272.21 - $298.72 $78,940 - $86,628
290 Added 0.6%
48,929 $14.6 Million
Q1 2024

Apr 29, 2024
SELL
$257.46 - $288.1 $123,065 - $137,711
-478 Reduced 0.97%
48,639 $14 Million
Q2 2023

Aug 09, 2023
SELL
$221.85 - $243.74 $62,118 - $68,247
-280 Reduced 0.57%
49,117 $12 Million
Q1 2023

May 04, 2023
SELL
$208.78 - $230.55 $19,834 - $21,902
-95 Reduced 0.19%
49,397 $11.1 Million
Q4 2022

Feb 13, 2023
BUY
$196.94 - $224.49 $27,374 - $31,204
139 Added 0.28%
49,492 $10.4 Million
Q3 2022

Nov 04, 2022
SELL
$197.33 - $237.63 $23,087 - $27,802
-117 Reduced 0.24%
49,353 $9.74 Million
Q2 2022

Jul 28, 2022
SELL
$201.03 - $253.2 $16,685 - $21,015
-83 Reduced 0.17%
49,470 $10.3 Million
Q4 2021

Jan 27, 2022
SELL
$241.33 - $266.02 $92,912 - $102,417
-385 Reduced 0.77%
49,553 $13.1 Million
Q3 2021

Nov 08, 2021
SELL
$239.32 - $255.42 $59,112 - $63,088
-247 Reduced 0.49%
49,938 $12.1 Million
Q4 2020

Feb 04, 2021
BUY
$182.85 - $211.84 $9.18 Million - $10.6 Million
50,185 New
50,185 $10.6 Million

Others Institutions Holding IWB

# of Institutions
1,576
Shares Held
96.1M
Call Options Held
64.2K
Put Options Held
52.9K
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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