A detailed history of Bt Wealth Management LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Bt Wealth Management LLC holds 362,414 shares of IWB stock, worth $111 Million. This represents 21.13% of its overall portfolio holdings.

Number of Shares
362,414
Previous 367,821 1.47%
Holding current value
$111 Million
Previous $77.2 Million 2.45%
% of portfolio
21.13%
Previous 21.14%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 26, 2022

SELL
N/A
-5,407 Reduced 1.47%
362,414 $75.3 Million
Q2 2022

Jul 15, 2022

BUY
N/A
6,250 Added 1.73%
367,821 $77.2 Million
Q1 2022

Apr 21, 2022

BUY
N/A
12,692 Added 3.64%
361,571 $90.4 Million
Q4 2021

Feb 11, 2022

BUY
N/A
6,126 Added 1.79%
348,879 $92.3 Million
Q3 2021

Nov 01, 2021

BUY
N/A
6,386 Added 1.9%
342,753 $82.8 Million
Q2 2021

Jul 28, 2021

BUY
N/A
9,244 Added 2.83%
336,367 $81.4 Million
Q1 2021

May 06, 2021

SELL
N/A
-3,616 Reduced 1.09%
327,123 $73.2 Million
Q4 2020

Feb 04, 2021

BUY
N/A
3,214 Added 0.98%
330,739 $70.1 Million
Q3 2020

Oct 23, 2020

BUY
N/A
3,862 Added 1.19%
327,525 $61.3 Million
Q2 2020

Jul 21, 2020

SELL
N/A
-10,336 Reduced 3.09%
323,663 $55.6 Million
Q1 2020

Apr 29, 2020

BUY
N/A
4,361 Added 1.32%
333,999 $47.3 Million
Q4 2019

Jan 13, 2020

BUY
N/A
6,257 Added 1.93%
329,638 $58.8 Million
Q3 2019

Oct 11, 2019

BUY
N/A
1,131 Added 0.35%
323,381 $53.2 Million
Q2 2019

Aug 12, 2019

BUY
N/A
556 Added 0.17%
322,250 $51.6 Million
Q1 2019

Apr 15, 2019

SELL
N/A
-3,323 Reduced 1.02%
321,694 $50.6 Million
Q4 2018

Feb 15, 2019

BUY
N/A
325,017 New
325,017 $49.7 Million

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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