Connectus Wealth, LLC Ishares Tr Russell 1000 ETF Transaction History

Connectus Wealth, LLC

$4.37 Billion
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	SELL	$225.16 - $263.17 $32,648 - $38,159	-145 Reduced 1.66%	8,594 $2.25 Million
Q3 2023 Nov 13, 2023	BUY	$234.05 - $252.17 $35,341 - $38,077	151 Added 1.76%	8,739 $2.05 Million
Q2 2023 Aug 14, 2023	SELL	$221.85 - $243.74 $14,198 - $15,599	-64 Reduced 0.74%	8,588 $2.09 Million
Q1 2023 May 11, 2023	SELL	$208.78 - $230.55 $1.13 Million - $1.25 Million	-5,432 Reduced 38.57%	8,652 $1.95 Million
Q4 2022 Feb 07, 2023	BUY	$196.94 - $224.49 $832,662 - $949,143	4,228 Added 42.9%	14,084 $2.96 Million
Q3 2022 Nov 10, 2022	BUY	$197.33 - $237.63 $1.43 Million - $1.72 Million	7,258 Added 279.37%	9,856 $1.95 Million
Q2 2022 Aug 08, 2022	BUY	$201.03 - $253.2 $112,777 - $142,045	561 Added 27.54%	2,598 $540,000
Q1 2022 May 06, 2022	BUY	$230.48 - $266.11 $469,487 - $542,066	2,037 New	2,037 $539,000

Others Institutions Holding IWB

# of Institutions

1,373

Shares Held

93.3M

Call Options Held

221K

Put Options Held

52.5K

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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