Cahaba Wealth Management, Inc. Ishares Tr Russell 1000 ETF Transaction History

Cahaba Wealth Management, Inc.

$1.21 Billion
Q1 2025

A detailed history of Cahaba Wealth Management, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Cahaba Wealth Management, Inc. holds 1,852 shares of IWB stock, worth $600,196. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,852

Previous 2,436 23.97%

Holding current value

$600,196

Previous $784,000 27.55%

% of portfolio

0.05%

Previous 0.07%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$302.31 - $337.54 $176,549 - $197,123	-584 Reduced 23.97%	1,852 $568,000
Q4 2024 Feb 13, 2025	BUY	$311.11 - $335.64 $1,244 - $1,342	4 Added 0.16%	2,436 $784,000
Q3 2024 Oct 18, 2024	BUY	$283.28 - $314.39 $1,133 - $1,257	4 Added 0.16%	2,432 $764,000
Q2 2024 Aug 05, 2024	BUY	$272.21 - $298.72 $816 - $896	3 Added 0.12%	2,428 $722,000
Q1 2024 Apr 22, 2024	SELL	$257.46 - $288.1 $196,184 - $219,532	-762 Reduced 23.91%	2,425 $698,000
Q4 2023 Jan 23, 2024	BUY	$225.16 - $263.17 $3,602 - $4,210	16 Added 0.5%	3,187 $835,000
Q2 2023 Jul 26, 2023	SELL	$221.85 - $243.74 $3,549 - $3,899	-16 Reduced 0.5%	3,171 $772,000
Q1 2023 May 04, 2023	BUY	$208.78 - $230.55 $7,516 - $8,299	36 Added 1.14%	3,187 $717,000
Q4 2022 Jan 30, 2023	BUY	$196.94 - $224.49 $2,757 - $3,142	14 Added 0.45%	3,151 $663,000
Q3 2022 Oct 18, 2022	BUY	$197.33 - $237.63 $2,959 - $3,564	15 Added 0.48%	3,137 $619,000
Q2 2022 Jul 19, 2022	SELL	$201.03 - $253.2 $439,250 - $553,242	-2,185 Reduced 41.17%	3,122 $648,000
Q1 2022 May 05, 2022	BUY	$230.48 - $266.11 $12,676 - $14,636	55 Added 1.05%	5,307 $1.21 Million
Q4 2021 Feb 01, 2022	SELL	$241.33 - $266.02 $428,602 - $472,451	-1,776 Reduced 25.27%	5,252 $1.39 Million
Q3 2021 Oct 15, 2021	SELL	$239.32 - $255.42 $162,019 - $172,919	-677 Reduced 8.79%	7,028 $1.7 Million
Q2 2021 Aug 13, 2021	SELL	$226.48 - $242.11 $271,096 - $289,805	-1,197 Reduced 13.45%	7,705 $1.9 Million
Q1 2021 May 06, 2021	SELL	$208.89 - $225.24 $227,898 - $245,736	-1,091 Reduced 10.92%	8,902 $1.99 Million
Q4 2020 Feb 10, 2021	BUY	$182.85 - $211.84 $23,039 - $26,691	126 Added 1.28%	9,993 $2.17 Million
Q3 2020 Oct 27, 2020	SELL	$172.79 - $199.44 $230,674 - $266,252	-1,335 Reduced 11.92%	9,867 $1.85 Million
Q2 2020 Aug 03, 2020	BUY	$135.3 - $179.75 $40,184 - $53,385	297 Added 2.72%	11,202 $2.03 Million
Q1 2020 Apr 30, 2020	SELL	$122.99 - $188.06 $280,171 - $428,400	-2,278 Reduced 17.28%	10,905 $1.54 Million
Q4 2019 Feb 10, 2020	SELL	$159.7 - $178.97 $721,205 - $808,228	-4,516 Reduced 25.52%	13,183 $2.35 Million
Q3 2019 Oct 23, 2019	SELL	$163.68 - $167.08 $17,350 - $17,710	-106 Reduced 0.6%	17,699 $2.91 Million
Q2 2019 Jul 31, 2019	BUY	N/A	188 Added 1.07%	17,805 $2.9 Million
Q1 2019 Apr 08, 2019	SELL	N/A	-641 Reduced 3.51%	17,617 $2.77 Million
Q4 2018 Jan 14, 2019	SELL	N/A	-2,861 Reduced 13.55%	18,258 $2.53 Million
Q3 2018 Oct 04, 2018	SELL	N/A	-1,640 Reduced 7.21%	21,119 $3.43 Million
Q2 2018 Jul 26, 2018	SELL	N/A	-379 Reduced 1.64%	22,759 $3.55 Million
Q1 2018 Apr 05, 2018	SELL	N/A	-2,624 Reduced 10.19%	23,138 $3.32 Million
Q4 2017 Jan 24, 2018	BUY	N/A	816 Added 3.27%	25,762 $3.83 Million
Q3 2017 Oct 12, 2017	BUY	N/A	24,946	24,946 $3.49 Million

Others Institutions Holding IWB

# of Institutions

1,498

Shares Held

96.1M

Call Options Held

66.9K

Put Options Held

199K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cahaba Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cahaba Wealth Management, Inc. with notifications on news.

Account

Cahaba Wealth Management, Inc. Ishares Tr Russell 1000 ETF Transaction History