Lmcg Investments, LLC Ishares Tr Russell 1000 ETF Transaction History

Lmcg Investments, LLC

$1.57 Billion
Q2 2025

A detailed history of Lmcg Investments, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Lmcg Investments, LLC holds 8,479 shares of IWB stock, worth $3.1 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

8,479

Previous 11,742 27.79%

Holding current value

$3.1 Million

Previous $3.58 Million 19.6%

% of portfolio

0.18%

Previous 0.24%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$272.36 - $339.57 $888,710 - $1.11 Million	-3,263 Reduced 27.79%	8,479 $2.88 Million
Q1 2025 Apr 10, 2025	SELL	$302.31 - $337.54 $4,836 - $5,400	-16 Reduced 0.14%	11,742 $3.58 Million
Q4 2024 Jan 16, 2025	SELL	$311.11 - $335.64 $334,132 - $360,477	-1,074 Reduced 8.37%	11,758 $3.79 Million
Q3 2024 Oct 29, 2024	BUY	$283.28 - $314.39 $113,028 - $125,441	399 Added 3.21%	12,832 $4.03 Million
Q2 2024 Aug 09, 2024	SELL	$272.21 - $298.72 $70,502 - $77,368	-259 Reduced 2.04%	12,433 $3.7 Million
Q1 2024 May 03, 2024	BUY	$257.46 - $288.1 $40,421 - $45,231	157 Added 1.25%	12,692 $3.66 Million
Q4 2023 Feb 07, 2024	BUY	$225.16 - $263.17 $22,290 - $26,053	99 Added 0.8%	12,535 $3.29 Million
Q3 2023 Nov 02, 2023	SELL	$234.05 - $252.17 $138,791 - $149,536	-593 Reduced 4.55%	12,436 $2.92 Million
Q2 2023 Aug 02, 2023	SELL	$221.85 - $243.74 $755,842 - $830,422	-3,407 Reduced 20.73%	13,029 $3.18 Million
Q1 2023 May 04, 2023	BUY	$208.78 - $230.55 $4,593 - $5,072	22 Added 0.13%	16,436 $3.7 Million
Q4 2022 Feb 06, 2023	BUY	$196.94 - $224.49 $166,217 - $189,469	844 Added 5.42%	16,414 $3.46 Million
Q3 2022 Nov 07, 2022	BUY	$197.33 - $237.63 $91,561 - $110,260	464 Added 3.07%	15,570 $3.07 Million
Q2 2022 Aug 08, 2022	BUY	$201.03 - $253.2 $113,581 - $143,058	565 Added 3.89%	15,106 $3.14 Million
Q1 2022 May 10, 2022	BUY	$230.48 - $266.11 $3.35 Million - $3.87 Million	14,541 New	14,541 $3.64 Million

Others Institutions Holding IWB

# of Institutions

1,576

Shares Held

96.1M

Call Options Held

64.2K

Put Options Held

52.9K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Lmcg Investments, LLC Ishares Tr Russell 1000 ETF Transaction History