A detailed history of Goldstein Munger & Associates transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Goldstein Munger & Associates holds 658,245 shares of IWB stock, worth $219 Million. This represents 42.8% of its overall portfolio holdings.

Number of Shares
658,245
Previous 652,985 0.81%
Holding current value
$219 Million
Previous $136 Million 4.26%
% of portfolio
42.8%
Previous 40.84%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 07, 2022

BUY
$197.33 - $237.63 $1.04 Million - $1.25 Million
5,260 Added 0.81%
658,245 $130 Million
Q2 2022

Aug 10, 2022

SELL
$201.03 - $253.2 $888,150 - $1.12 Million
-4,418 Reduced 0.67%
652,985 $136 Million
Q1 2022

May 10, 2022

BUY
$230.48 - $266.11 $657,328 - $758,945
2,852 Added 0.44%
657,403 $164 Million
Q4 2021

Feb 08, 2022

BUY
$241.33 - $266.02 $717,956 - $791,409
2,975 Added 0.46%
654,551 $173 Million
Q3 2021

Nov 12, 2021

BUY
$239.32 - $255.42 $388,416 - $414,546
1,623 Added 0.25%
651,576 $157 Million
Q2 2021

Jul 14, 2021

SELL
$226.48 - $242.11 $368,482 - $393,912
-1,627 Reduced 0.25%
649,953 $157 Million
Q1 2021

Apr 27, 2021

BUY
$208.89 - $225.24 $2.6 Million - $2.8 Million
12,448 Added 1.95%
651,580 $146 Million
Q4 2020

Feb 10, 2021

BUY
$182.85 - $211.84 $1.01 Million - $1.17 Million
5,500 Added 0.87%
639,132 $135 Million
Q3 2020

Nov 10, 2020

BUY
$172.79 - $199.44 $2.33 Million - $2.69 Million
13,505 Added 2.18%
633,632 $119 Million
Q2 2020

Aug 12, 2020

BUY
$135.3 - $179.75 $3.43 Million - $4.56 Million
25,349 Added 4.26%
620,127 $106 Million
Q1 2020

Apr 29, 2020

SELL
$122.99 - $188.06 $1.02 Million - $1.56 Million
-8,286 Reduced 1.37%
594,778 $84.2 Million
Q4 2019

Feb 10, 2020

BUY
$159.7 - $178.97 $243,063 - $272,392
1,522 Added 0.25%
603,064 $108 Million
Q3 2019

Nov 08, 2019

SELL
$163.68 - $167.08 $2.03 Million - $2.07 Million
-12,389 Reduced 2.02%
601,542 $99 Million
Q2 2019

Aug 02, 2019

SELL
N/A
-9,516 Reduced 1.53%
613,931 $99.9 Million
Q1 2019

May 02, 2019

BUY
N/A
1,414 Added 0.23%
623,447 $98.1 Million
Q4 2018

Feb 08, 2019

SELL
N/A
-12,150 Reduced 1.92%
622,033 $86.3 Million
Q3 2018

Oct 25, 2018

SELL
N/A
-1,068 Reduced 0.17%
634,183 $103 Million
Q2 2018

Jul 24, 2018

BUY
N/A
6,796 Added 1.08%
635,251 $96.5 Million
Q1 2018

May 01, 2018

BUY
N/A
11,573 Added 1.88%
628,455 $92.3 Million
Q4 2017

Feb 07, 2018

SELL
N/A
-2,740 Reduced 0.44%
616,882 $91.7 Million
Q3 2017

Nov 01, 2017

BUY
N/A
619,622
619,622 $86.7 Million

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Goldstein Munger & Associates Portfolio

Follow Goldstein Munger & Associates 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 Goldstein Munger & Associates, based on Form 13F filings with the SEC.

News

Stay updated on Goldstein Munger & Associates with notifications on news.