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

Capital Advisors Wealth Management, LLC

  • $504 Million
  • Q2 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 1,052 shares of IWB stock, worth $316,189. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,052
Previous 2,041 48.46%
Holding current value
$316,189
Previous $587,000 46.68%
% of portfolio
0.06%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,299
Shares Held
95.5M
Call Options Held
61.3K
Put Options Held
157K
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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