A detailed history of Journey Strategic Wealth LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 36,577 shares of IWB stock, worth $10.9 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
36,577
Previous 36,590 0.04%
Holding current value
$10.9 Million
Previous $9.6 Million 9.79%
% of portfolio
0.47%
Previous 0.45%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$257.46 - $288.1 $3,346 - $3,745
-13 Reduced 0.04%
36,577 $10.5 Million
Q4 2023

Feb 09, 2024

BUY
$225.16 - $263.17 $204,445 - $238,958
908 Added 2.54%
36,590 $9.6 Million
Q3 2023

Nov 08, 2023

SELL
$234.05 - $252.17 $199,878 - $215,353
-854 Reduced 2.34%
35,682 $8.38 Million
Q2 2023

Aug 14, 2023

SELL
$221.85 - $243.74 $75,872 - $83,359
-342 Reduced 0.93%
36,536 $8.91 Million
Q1 2023

May 11, 2023

BUY
$208.78 - $230.55 $98,961 - $109,280
474 Added 1.3%
36,878 $8.31 Million
Q4 2022

Feb 14, 2023

BUY
$205.85 - $224.49 $524,094 - $571,551
2,546 Added 7.52%
36,404 $7.66 Million
Q3 2022

Nov 14, 2022

BUY
N/A
6,075 Added 21.87%
33,858 $6.68 Million
Q2 2022

Aug 15, 2022

BUY
N/A
27,783 New
27,783 $5.77 Million
Q1 2022

May 16, 2022

SELL
N/A
-22,758 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
N/A
22,758 New
22,758 $6.02 Million

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


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

Track Journey Strategic Wealth LLC Portfolio

Follow Journey Strategic Wealth LLC 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 Journey Strategic Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Strategic Wealth LLC with notifications on news.