Falcon Wealth Planning Ishares Tr Russell 1000 ETF Transaction History

Falcon Wealth Planning

  • $1 Billion
  • Q3 2025

A detailed history of Falcon Wealth Planning transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Falcon Wealth Planning holds 2,446 shares of IWB stock, worth $899,834. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,446
Previous 2,427 0.78%
Holding current value
$899,834
Previous $824,000 8.37%
% of portfolio
0.09%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
BUY
$339.37 - $366.46 $6,448 - $6,962
19 Added 0.78%
2,446 $893,000
Q2 2025

Jul 16, 2025
SELL
$272.36 - $339.57 $9,260 - $11,545
-34 Reduced 1.38%
2,427 $824,000
Q1 2025

Apr 24, 2025
BUY
$302.31 - $337.54 $1,813 - $2,025
6 Added 0.24%
2,461 $754,000
Q4 2024

Jan 22, 2025
BUY
$311.11 - $335.64 $763,775 - $823,996
2,455 New
2,455 $790,000

Others Institutions Holding IWB

# of Institutions
1,624
Shares Held
98.5M
Call Options Held
65.9K
Put Options Held
60.7K
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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