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

Evolution Wealth Advisors, LLC

  • $545 Million
  • Q3 2024

A detailed history of Evolution Wealth Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 704 shares of IWB stock, worth $232,686. This represents 0.04% of its overall portfolio holdings.

Number of Shares
704
Previous 769 8.45%
Holding current value
$232,686
Previous $228,000 3.07%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 06, 2024
SELL
$283.28 - $314.39 $18,413 - $20,435
-65 Reduced 8.45%
704 $221,000
Q1 2024

Apr 19, 2024
SELL
$257.46 - $288.1 $5,149 - $5,762
-20 Reduced 2.53%
769 $221,000
Q4 2023

Jan 31, 2024
BUY
$225.16 - $263.17 $177,651 - $207,641
789 New
789 $206,000
Q2 2022

Aug 02, 2022
SELL
$201.03 - $253.2 $166,653 - $209,902
-829 Closed
0 $0
Q4 2021

Jan 28, 2022
BUY
$241.33 - $266.02 $200,062 - $220,530
829 New
829 $0

Others Institutions Holding IWB

# of Institutions
1,373
Shares Held
93.3M
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
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