Cornerstone Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Cornerstone Wealth Management, LLC

$1.44 Billion
Q4 2024

A detailed history of Cornerstone Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 1,447 shares of IWB stock, worth $458,221. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,447

Previous 1,353 6.95%

Holding current value

$458,221

Previous $425,000 9.65%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$311.11 - $335.64 $29,244 - $31,550	94 Added 6.95%	1,447 $466,000
Q3 2024 Oct 16, 2024	SELL	$283.28 - $314.39 $2,549 - $2,829	-9 Reduced 0.66%	1,353 $425,000
Q2 2024 Jul 16, 2024	BUY	$272.21 - $298.72 $2,449 - $2,688	9 Added 0.67%	1,362 $405,000
Q4 2023 Jan 10, 2024	BUY	$225.16 - $263.17 $1,350 - $1,579	6 Added 0.45%	1,353 $354,000
Q3 2023 Nov 06, 2023	BUY	$234.05 - $252.17 $3,276 - $3,530	14 Added 1.05%	1,347 $316,000
Q2 2023 Jul 14, 2023	BUY	$221.85 - $243.74 $295,726 - $324,905	1,333 New	1,333 $324,000
Q4 2018 Feb 13, 2019	SELL	N/A	-37,781 Closed	0 $0
Q3 2018 Oct 19, 2018	BUY	N/A	17,971 Added 90.72%	37,781 $267,000
Q2 2018 Jul 20, 2018	BUY	N/A	19,810 New	19,810 $130,000

Others Institutions Holding IWB

# of Institutions

1,468

Shares Held

98.1M

Call Options Held

79.9K

Put Options Held

306K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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Cornerstone Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History