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

Landmark Wealth Management, LLC

$216 Million
Q1 2024

A detailed history of Landmark Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 5,287 shares of IWB stock, worth $1.6 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

5,287

Previous 5,512 4.08%

Holding current value

$1.6 Million

Previous $1.45 Million 5.4%

% of portfolio

0.71%

Previous 0.71%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	SELL	$257.46 - $288.1 $57,928 - $64,822	-225 Reduced 4.08%	5,287 $1.52 Million
Q4 2023 Jan 22, 2024	SELL	$225.16 - $263.17 $26,794 - $31,317	-119 Reduced 2.11%	5,512 $1.45 Million
Q3 2023 Oct 13, 2023	BUY	$234.05 - $252.17 $1.32 Million - $1.42 Million	5,631 New	5,631 $1.32 Million
Q1 2023 Apr 17, 2023	BUY	$208.78 - $230.55 $43,426 - $47,954	208 Added 3.45%	6,229 $1.4 Million
Q4 2022 Jan 20, 2023	SELL	$205.85 - $224.49 $64,842 - $70,714	-315 Reduced 4.97%	6,021 $1.27 Million

Q3 2022 Oct 24, 2022	BUY	N/A	6,336 New	6,336 $1.25 Million
Q2 2022 Jul 21, 2022	SELL	N/A	-6,877 Closed	0 $0
Q1 2022 Apr 26, 2022	BUY	N/A	6,877 New	6,877 $0

Others Institutions Holding IWB

# of Institutions

1,295

Shares Held

95.6M

Call Options Held

61.3K

Put Options Held

158K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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