Encompass Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Encompass Wealth Advisors, LLC

  • $245 Million
  • Q4 2024

A detailed history of Encompass Wealth Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 1,075 shares of IWB stock, worth $339,560. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,075
Previous 1,075 -0.0%
Holding current value
$339,560
Previous $337,000 2.67%
% of portfolio
0.14%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$257.46 - $288.1 $11,585 - $12,964
-45 Reduced 4.02%
1,075 $309,000
Q3 2023

Nov 07, 2023
SELL
$234.05 - $252.17 $9,362 - $10,086
-40 Reduced 3.45%
1,120 $263,000
Q3 2021

Nov 16, 2021
SELL
$239.32 - $255.42 $9,572 - $10,216
-40 Reduced 3.33%
1,160 $280,000
Q1 2021

May 25, 2021
BUY
$208.89 - $225.24 $61,622 - $66,445
295 Added 32.6%
1,200 $281,000
Q4 2020

Mar 09, 2021
SELL
$182.85 - $211.84 $53,940 - $62,492
-295 Reduced 24.58%
905 $192,000
Q4 2020

Mar 09, 2021
BUY
$182.85 - $211.84 $219,420 - $254,208
1,200 New
1,200 $254,000

Others Institutions Holding IWB

# of Institutions
1,470
Shares Held
98.1M
Call Options Held
79.9K
Put Options Held
306K
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 Encompass Wealth Advisors, LLC Portfolio

Follow Encompass Wealth Advisors, 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 Encompass Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Encompass Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email