Curio Wealth, LLC Ishares Tr Russell 1000 ETF Transaction History

Curio Wealth, LLC

$244 Billion
Q3 2025

A detailed history of Curio Wealth, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Curio Wealth, LLC holds 350 shares of IWB stock, worth $128,758. This represents 0.05% of its overall portfolio holdings.

Number of Shares

350

Holding current value

$128,758

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 12, 2025	BUY	$339.37 - $366.46 $118,779 - $128,261	350 New	350 $128 Million

Others Institutions Holding IWB

# of Institutions

1,617

Shares Held

98.5M

Call Options Held

65.9K

Put Options Held

60.7K

Jones Financial Companies Lllp

11.3M
Shares

$4.14 Billion
2.82% of portfolio
Bank Of America Corp Charlotte, NC

4.41M
Shares

$1.62 Billion
0.11% of portfolio
Envestnet Asset Management Inc

4.18M
Shares

$1.54 Billion
0.47% of portfolio
Morgan Stanley New York, NY

3M
Shares

$1.1 Billion
0.07% of portfolio
M&T Bank Corp

2.83M
Shares

$1.04 Billion
3.58% of portfolio

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Curio Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curio Wealth, LLC with notifications on news.

Account