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

Exencial Wealth Advisors, LLC

  • $2.72 Billion
  • Q3 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 831 shares of IWB stock, worth $270,033. This represents 0.01% of its overall portfolio holdings.

Number of Shares
831
Previous 829 0.24%
Holding current value
$270,033
Previous $246,000 6.1%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,373
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
Track This Portfolio

Track Exencial Wealth Advisors, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email