Crestwood Advisors Group LLC Ishares Tr Russell 1000 ETF Transaction History

Crestwood Advisors Group LLC

  • $5.16 Billion
  • Q4 2024

A detailed history of Crestwood Advisors Group LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 7,368 shares of IWB stock, worth $2.44 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,368
Previous 5,181 42.21%
Holding current value
$2.44 Million
Previous $1.63 Million 45.76%
% of portfolio
0.05%
Previous 0.03%

Shares

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

Feb 04, 2025
BUY
$311.11 - $335.64 $680,397 - $734,044
2,187 Added 42.21%
7,368 $2.37 Million
Q3 2024

Oct 30, 2024
BUY
$283.28 - $314.39 $494,890 - $549,239
1,747 Added 50.87%
5,181 $1.63 Million
Q2 2024

Aug 01, 2024
SELL
$272.21 - $298.72 $13,066 - $14,338
-48 Reduced 1.38%
3,434 $1.02 Million
Q1 2024

May 08, 2024
BUY
$257.46 - $288.1 $66,939 - $74,906
260 Added 8.07%
3,482 $1 Million
Q3 2023

Nov 15, 2023
SELL
$234.05 - $252.17 $21,298 - $22,947
-91 Reduced 2.75%
3,222 $756,000
Q2 2023

Aug 15, 2023
BUY
$221.85 - $243.74 $37,714 - $41,435
170 Added 5.41%
3,313 $807,000
Q1 2023

May 12, 2023
SELL
$208.78 - $230.55 $8,559 - $9,452
-41 Reduced 1.29%
3,143 $707,000
Q1 2022

Apr 12, 2022
BUY
$230.48 - $266.11 $41,486 - $47,899
180 Added 5.99%
3,184 $796,000
Q4 2021

Feb 15, 2022
SELL
$241.33 - $266.02 $9,653 - $10,640
-40 Reduced 1.31%
3,004 $794,000
Q1 2021

Apr 21, 2021
BUY
$208.89 - $225.24 $23,395 - $25,226
112 Added 3.82%
3,044 $0
Q3 2020

Oct 06, 2020
BUY
$172.79 - $199.44 $9,849 - $11,368
57 Added 1.98%
2,932 $549,000
Q2 2020

Aug 14, 2020
SELL
$135.3 - $179.75 $19,753 - $26,243
-146 Reduced 4.83%
2,875 $0
Q1 2020

May 15, 2020
SELL
$122.99 - $188.06 $18,448 - $28,209
-150 Reduced 4.73%
3,021 $428,000
Q3 2019

Nov 13, 2019
BUY
$163.68 - $167.08 $519,029 - $529,810
3,171 New
3,171 $522,000

Others Institutions Holding IWB

# of Institutions
1,424
Shares Held
94.5M
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
Track This Portfolio

Track Crestwood Advisors Group LLC Portfolio

Follow Crestwood Advisors Group LLC 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 Crestwood Advisors Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crestwood Advisors Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email