Hohimer Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Hohimer Wealth Management, LLC

$455 Million
Q3 2024

A detailed history of Hohimer Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Hohimer Wealth Management, LLC holds 1,997 shares of IWB stock, worth $649,823. This represents 0.14% of its overall portfolio holdings.

Number of Shares

1,997

Previous 1,997 -0.0%

Holding current value

$649,823

Previous $594,000 5.56%

% of portfolio

0.14%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	SELL	$272.21 - $298.72 $13,610 - $14,936	-50 Reduced 2.44%	1,997 $594,000
Q1 2024 May 07, 2024	SELL	$257.46 - $288.1 $214,979 - $240,563	-835 Reduced 28.97%	2,047 $589,000
Q4 2023 Feb 09, 2024	BUY	$225.16 - $263.17 $132,844 - $155,270	590 Added 25.74%	2,882 $755,000
Q3 2023 Nov 20, 2023	SELL	$234.05 - $252.17 $96,194 - $103,641	-411 Reduced 15.21%	2,292 $538,000
Q2 2022 Jul 25, 2022	SELL	$201.03 - $253.2 $17,489 - $22,028	-87 Reduced 3.12%	2,703 $562,000
Q3 2021 Oct 18, 2021	BUY	$239.32 - $255.42 $3,111 - $3,320	13 Added 0.47%	2,790 $674,000
Q1 2020 May 05, 2020	SELL	$122.99 - $188.06 $5,780 - $8,838	-47 Reduced 1.66%	2,777 $439,000
Q4 2019 Feb 14, 2020	BUY	$159.7 - $178.97 $450,992 - $505,411	2,824 New	2,824 $504,000

Others Institutions Holding IWB

# of Institutions

1,373

Shares Held

93.2M

Call Options Held

221K

Put Options Held

52.5K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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Hohimer Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History