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

Dynasty Wealth Management, LLC

  • $5.8 Trillion
  • Q4 2024

A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 13,523 shares of IWB stock, worth $4.48 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
13,523
Previous 9,965 35.7%
Holding current value
$4.48 Million
Previous $3.13 Billion 39.07%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Feb 05, 2025
BUY
$311.11 - $335.64 $1.11 Million - $1.19 Million
3,558 Added 35.7%
13,523 $4.36 Billion
Q3 2024

Nov 12, 2024
BUY
$283.28 - $314.39 $19,829 - $22,007
70 Added 0.71%
9,965 $3.13 Billion
Q2 2024

Aug 12, 2024
SELL
$272.21 - $298.72 $178,025 - $195,362
-654 Reduced 6.2%
9,895 $2.94 Billion
Q1 2024

May 15, 2024
BUY
$257.46 - $288.1 $2.72 Million - $3.04 Million
10,549 New
10,549 $3.04 Billion

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 Dynasty Wealth Management, LLC Portfolio

Follow Dynasty Wealth Management, 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 Dynasty Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynasty Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email