Doyle Wealth Management Ishares Tr Russell 1000 ETF Transaction History

Doyle Wealth Management

$1.16 Billion
Q3 2022

A detailed history of Doyle Wealth Management transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Doyle Wealth Management holds 4,419 shares of IWB stock, worth $1.46 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,419

Previous 5,017 11.92%

Holding current value

$1.46 Million

Previous $1.04 Million 16.31%

% of portfolio

0.07%

Previous 0.08%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 15, 2022	SELL	$197.33 - $237.63 $118,003 - $142,102	-598 Reduced 11.92%	4,419 $872,000
Q2 2022 Aug 10, 2022	BUY	$201.03 - $253.2 $122,226 - $153,945	608 Added 13.79%	5,017 $1.04 Million
Q1 2022 May 13, 2022	SELL	$230.48 - $266.11 $26,735 - $30,868	-116 Reduced 2.56%	4,409 $1.1 Million
Q4 2021 Feb 11, 2022	SELL	$241.33 - $266.02 $107,874 - $118,910	-447 Reduced 8.99%	4,525 $0
Q3 2021 Nov 12, 2021	SELL	$239.32 - $255.42 $75,146 - $80,201	-314 Reduced 5.94%	4,972 $1.2 Million
Q2 2021 Aug 03, 2021	SELL	$226.48 - $242.11 $178,919 - $191,266	-790 Reduced 13.0%	5,286 $1.28 Million
Q1 2021 May 07, 2021	SELL	$208.89 - $225.24 $9,400 - $10,135	-45 Reduced 0.74%	6,076 $1.36 Million
Q4 2020 Feb 04, 2021	SELL	$182.85 - $211.84 $57,049 - $66,094	-312 Reduced 4.85%	6,121 $1.3 Million
Q3 2020 Nov 13, 2020	SELL	$172.79 - $199.44 $82,420 - $95,132	-477 Reduced 6.9%	6,433 $1.2 Million
Q2 2020 Aug 06, 2020	SELL	$135.3 - $179.75 $35,719 - $47,454	-264 Reduced 3.68%	6,910 $1.19 Million
Q1 2020 Apr 29, 2020	SELL	$122.99 - $188.06 $38,249 - $58,486	-311 Reduced 4.15%	7,174 $1.02 Million
Q4 2019 Feb 11, 2020	BUY	$159.7 - $178.97 $11,817 - $13,243	74 Added 1.0%	7,485 $1.34 Million
Q3 2019 Nov 05, 2019	SELL	$163.68 - $167.08 $26,352 - $26,899	-161 Reduced 2.13%	7,411 $1.22 Million
Q2 2019 Aug 15, 2019	SELL	N/A	-451 Reduced 5.62%	7,572 $1.23 Million
Q1 2019 May 13, 2019	SELL	N/A	-611 Reduced 7.08%	8,023 $1.29 Million
Q4 2018 Feb 08, 2019	SELL	N/A	-16 Reduced 0.18%	8,634 $1.2 Million
Q3 2018 Nov 08, 2018	SELL	N/A	-180 Reduced 2.04%	8,650 $1.4 Million
Q2 2018 Aug 08, 2018	SELL	N/A	-45 Reduced 0.51%	8,830 $1.34 Million
Q1 2018 May 11, 2018	SELL	N/A	-274 Reduced 2.99%	8,875 $1.3 Million
Q4 2017 Feb 07, 2018	SELL	N/A	-9 Reduced 0.1%	9,149 $1.36 Million
Q3 2017 Oct 25, 2017	BUY	N/A	9,158	9,158 $1.28 Million

Others Institutions Holding IWB

# of Institutions

1,438

Shares Held

94.2M

Call Options Held

221K

Put Options Held

52.5K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Doyle Wealth Management Ishares Tr Russell 1000 ETF Transaction History