A detailed history of Caldwell Trust CO transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Caldwell Trust CO holds 168 shares of IWB stock, worth $61,756. This represents 0.01% of its overall portfolio holdings.

Number of Shares
168
Previous 88 90.91%
Holding current value
$61,756
Previous $29.9 Million 105.48%
% of portfolio
0.01%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

BUY
$339.37 - $366.46 $27,149 - $29,316
80 Added 90.91%
168 $61.4 Million
Q2 2025

Sep 22, 2025

BUY
$272.36 - $339.57 $23,967 - $29,882
88 New
88 $29.9 Million
Q2 2024

Sep 24, 2025

BUY
$272.21 - $298.72 $6,805 - $7,468
25 Added 39.68%
88 $26.2 Million
Q1 2024

Sep 24, 2025

SELL
$257.46 - $288.1 $6,436 - $7,202
-25 Reduced 28.41%
63 $18.1 Million
Q1 2023

Oct 01, 2025

SELL
$208.78 - $230.55 $5,219 - $5,763
-25 Reduced 28.41%
63 $14.2 Million
Q4 2022

Oct 01, 2025

SELL
$196.94 - $224.49 $42,932 - $48,938
-218 Reduced 77.58%
63 $13.3 Million
Q3 2022

Oct 01, 2025

BUY
$197.33 - $237.63 $38,084 - $45,862
193 Added 219.32%
281 $55.5 Million
Q1 2022

Oct 01, 2025

BUY
$230.48 - $266.11 $44,482 - $51,359
193 Added 219.32%
281 $70.3 Million
Q1 2021

Oct 02, 2025

BUY
$208.89 - $225.24 $40,315 - $43,471
193 Added 219.32%
281 $62.9 Million
Q4 2020

Oct 02, 2025

BUY
$182.85 - $211.84 $35,290 - $40,885
193 Added 219.32%
281 $59.5 Million
Q1 2020

Oct 02, 2025

BUY
$122.99 - $188.06 $23,737 - $36,295
193 Added 219.32%
281 $39.8 Million
Q4 2019

Oct 06, 2025

BUY
$159.7 - $178.97 $30,822 - $34,541
193 Added 219.32%
281 $50.1 Million

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


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