Henrickson Nauta Wealth Advisors, Inc. Ishares Tr Russell 1000 ETF Transaction History

Henrickson Nauta Wealth Advisors, Inc.

  • $248 Million
  • Q3 2024

A detailed history of Henrickson Nauta Wealth Advisors, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 2,957 shares of IWB stock, worth $960,877. This represents 0.38% of its overall portfolio holdings.

Number of Shares
2,957
Previous 4,735 37.55%
Holding current value
$960,877
Previous $1.41 Million 34.02%
% of portfolio
0.38%
Previous 0.61%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
SELL
$283.28 - $314.39 $503,671 - $558,985
-1,778 Reduced 37.55%
2,957 $929,000
Q2 2024

Jul 31, 2024
SELL
$272.21 - $298.72 $35,659 - $39,132
-131 Reduced 2.69%
4,735 $1.41 Million
Q1 2024

Apr 15, 2024
SELL
$257.46 - $288.1 $143,405 - $160,471
-557 Reduced 10.27%
4,866 $1.4 Million
Q4 2023

Jan 12, 2024
BUY
$225.16 - $263.17 $1.22 Million - $1.43 Million
5,423 New
5,423 $1.42 Million

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
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