Lake Street Financial LLC Ishares Tr Russell 1000 ETF Transaction History

Lake Street Financial LLC

  • $713 Million
  • Q1 2024

A detailed history of Lake Street Financial LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Lake Street Financial LLC holds 3,379 shares of IWB stock, worth $1.01 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,379
Previous 3,379 -0.0%
Holding current value
$1.01 Million
Previous $886,000 9.82%
% of portfolio
0.14%
Previous 0.14%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 20, 2023
BUY
$234.05 - $252.17 $34,873 - $37,573
149 Added 4.61%
3,379 $793,000
Q4 2022

Jan 25, 2023
SELL
$205.85 - $224.49 $20,585 - $22,449
-100 Reduced 3.0%
3,230 $0
Q3 2022

Oct 21, 2022
BUY
N/A
114 Added 3.54%
3,330 $657,000
Q2 2022

Jul 12, 2022
BUY
N/A
24 Added 0.75%
3,216 $668,000
Q1 2022

May 09, 2022
BUY
N/A
86 Added 2.77%
3,192 $798,000
Q1 2022

Apr 29, 2022
SELL
N/A
-86 Reduced 2.69%
3,106 $777,000
Q4 2021

Jan 24, 2022
BUY
N/A
3,192 New
3,192 $844,000

Others Institutions Holding IWB

# of Institutions
1,294
Shares Held
95.6M
Call Options Held
61.3K
Put Options Held
158K
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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