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

Exencial Wealth Advisors, LLC

  • $2.66 Billion
  • Q4 2024

A detailed history of Exencial Wealth Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 834 shares of IWB stock, worth $258,381. This represents 0.01% of its overall portfolio holdings.

Number of Shares
834
Previous 831 0.36%
Holding current value
$258,381
Previous $261,000 2.68%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 06, 2025
BUY
$311.11 - $335.64 $933 - $1,006
3 Added 0.36%
834 $268,000
Q3 2024

Oct 31, 2024
BUY
$283.28 - $314.39 $566 - $628
2 Added 0.24%
831 $261,000
Q2 2024

Aug 12, 2024
BUY
$272.21 - $298.72 $10,888 - $11,948
40 Added 5.07%
829 $246,000
Q1 2024

May 10, 2024
BUY
$257.46 - $288.1 $772 - $864
3 Added 0.38%
789 $227,000
Q4 2023

Feb 13, 2024
BUY
$225.16 - $263.17 $176,975 - $206,851
786 New
786 $206,000
Q2 2023

Aug 10, 2023
BUY
$221.85 - $243.74 $201,883 - $221,803
910 New
910 $221,000

Others Institutions Holding IWB

# of Institutions
1,473
Shares Held
98.2M
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
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