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 $894,869. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,446
Previous 2,427 0.78%
Holding current value
$894,869
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
1,605
Shares Held
96.3M
Call Options Held
64.2K
Put Options Held
52.9K
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 Falcon Wealth Planning Portfolio

Follow Falcon Wealth Planning 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 Falcon Wealth Planning, based on Form 13F filings with the SEC.

News

Stay updated on Falcon Wealth Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email