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

Landmark Wealth Management, LLC

$227 Million
Q1 2025

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 4,765 shares of IWB stock, worth $1.55 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

4,765

Previous 4,338 9.84%

Holding current value

$1.55 Million

Previous $1.4 Million 4.58%

% of portfolio

0.64%

Previous 0.62%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$302.31 - $337.54 $129,086 - $144,129	427 Added 9.84%	4,765 $1.46 Million
Q4 2024 Jan 22, 2025	SELL	$311.11 - $335.64 $13,999 - $15,103	-45 Reduced 1.03%	4,338 $1.4 Million
Q3 2024 Oct 30, 2024	BUY	$283.28 - $314.39 $1.24 Million - $1.38 Million	4,383 New	4,383 $1.38 Million
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	$196.94 - $224.49 $62,036 - $70,714	-315 Reduced 4.97%	6,021 $1.27 Million
Q3 2022 Oct 24, 2022	BUY	$197.33 - $237.63 $1.25 Million - $1.51 Million	6,336 New	6,336 $1.25 Million
Q2 2022 Jul 21, 2022	SELL	$201.03 - $253.2 $1.38 Million - $1.74 Million	-6,877 Closed	0 $0
Q1 2022 Apr 26, 2022	BUY	$230.48 - $266.11 $1.59 Million - $1.83 Million	6,877 New	6,877 $0

Others Institutions Holding IWB

# of Institutions

1,496

Shares Held

96.1M

Call Options Held

66.9K

Put Options Held

199K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Landmark Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Landmark Wealth Management, LLC with notifications on news.

Account

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