A detailed history of Calton & Associates, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Calton & Associates, Inc. holds 874 shares of IWB stock, worth $291,409. This represents 0.13% of its overall portfolio holdings.

Number of Shares
874
Previous 823 6.2%
Holding current value
$291,409
Previous $258,000 8.91%
% of portfolio
0.13%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025

BUY
$311.11 - $335.64 $15,866 - $17,117
51 Added 6.2%
874 $281,000
Q3 2024

Oct 21, 2024

SELL
$283.28 - $314.39 $3.26 Million - $3.61 Million
-11,498 Reduced 93.32%
823 $258,000
Q3 2024

Oct 18, 2024

BUY
$283.28 - $314.39 $3.49 Million - $3.87 Million
12,321 New
12,321 $3.87 Million
Q1 2018

Apr 17, 2018

SELL
N/A
-153 Closed
0 $0
Q4 2017

Feb 05, 2018

BUY
N/A
153
153 $24,000

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Calton & Associates, Inc. Portfolio

Follow Calton & Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Calton & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Calton & Associates, Inc. with notifications on news.