A detailed history of Epg Wealth Management LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Epg Wealth Management LLC holds 779 shares of IWB stock, worth $258,386. This represents 0.06% of its overall portfolio holdings.

Number of Shares
779
Previous 0 Infinity%
Holding current value
$258,386
Previous $0 Infinity%
% of portfolio
0.06%
Previous 100.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$283.28 - $314.39 $220,675 - $244,909
779 New
779 $245 Million
Q2 2024

Aug 13, 2024

SELL
$272.21 - $298.72 $307,325 - $337,254
-1,129 Closed
0 $0
Q4 2023

Feb 14, 2024

SELL
$225.16 - $263.17 $5,629 - $6,579
-25 Reduced 2.17%
1,129 $296,000
Q3 2020

Nov 02, 2020

BUY
$172.79 - $199.44 $199,399 - $230,153
1,154 New
1,154 $216,000
Q2 2020

Aug 06, 2020

SELL
$135.3 - $179.75 $156,136 - $207,431
-1,154 Closed
0 $0
Q1 2020

May 05, 2020

BUY
$122.99 - $188.06 $56,575 - $86,507
460 Added 66.28%
1,154 $163,000
Q4 2019

Feb 14, 2020

BUY
$159.7 - $178.97 $110,831 - $124,205
694 New
694 $124,000

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


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