A detailed history of Emerson Wealth, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Emerson Wealth, LLC holds 406,027 shares of IWB stock, worth $122 Million. This represents 46.92% of its overall portfolio holdings.

Number of Shares
406,027
Previous 409,131 0.76%
Holding current value
$122 Million
Previous $87.1 Million 17.71%
% of portfolio
46.92%
Previous 48.19%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 03, 2022

SELL
N/A
-3,104 Reduced 0.76%
406,027 $71.7 Million
Q1 2022

Apr 25, 2022

SELL
N/A
-14,642 Reduced 3.46%
409,131 $87.1 Million
Q4 2021

Feb 09, 2022

BUY
N/A
286 Added 0.07%
423,773 $95.6 Million
Q3 2021

Oct 20, 2021

SELL
N/A
-1,845 Reduced 0.43%
423,487 $86.5 Million
Q2 2021

Aug 04, 2021

BUY
N/A
8,076 Added 1.94%
425,332 $86.7 Million
Q1 2021

Apr 22, 2021

SELL
N/A
-157 Reduced 0.04%
417,256 $78.4 Million
Q4 2020

Jan 29, 2021

SELL
N/A
-14,540 Reduced 3.37%
417,413 $74 Million
Q3 2020

Oct 21, 2020

SELL
N/A
-6,578 Reduced 1.5%
431,953 $67 Million
Q2 2020

Jul 14, 2020

BUY
N/A
33,468 Added 8.26%
438,531 $61.9 Million
Q1 2020

Apr 20, 2020

SELL
N/A
-46,562 Reduced 10.31%
405,063 $46.4 Million
Q4 2019

Jan 21, 2020

BUY
N/A
4,193 Added 0.94%
451,625 $66.7 Million
Q3 2019

Oct 15, 2019

BUY
N/A
5,822 Added 1.32%
447,432 $60.9 Million
Q2 2019

Sep 27, 2019

BUY
N/A
102,312 Added 30.15%
441,610 $59.5 Million
Q1 2019

May 16, 2019

BUY
N/A
43,626 Added 14.75%
339,298 $53.4 Million
Q4 2018

Feb 05, 2019

BUY
N/A
295,672 New
295,672 $41 Million

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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