Capital Advisors Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Capital Advisors Wealth Management, LLC

  • $538 Million
  • Q3 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 1,118 shares of IWB stock, worth $363,797. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,118
Previous 1,052 6.27%
Holding current value
$363,797
Previous $313,000 12.14%
% of portfolio
0.07%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$283.28 - $314.39 $18,696 - $20,749
66 Added 6.27%
1,118 $351,000
Q2 2024

Jul 16, 2024
SELL
$272.21 - $298.72 $269,215 - $295,434
-989 Reduced 48.46%
1,052 $313,000
Q1 2024

Apr 12, 2024
BUY
$257.46 - $288.1 $9,268 - $10,371
36 Added 1.8%
2,041 $587,000
Q4 2023

Jan 08, 2024
BUY
$225.16 - $263.17 $23,191 - $27,106
103 Added 5.42%
2,005 $525,000
Q3 2023

Oct 10, 2023
BUY
$234.05 - $252.17 $445,163 - $479,627
1,902 New
1,902 $446,000

Others Institutions Holding IWB

# of Institutions
1,372
Shares Held
93.1M
Call Options Held
221K
Put Options Held
52.5K
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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