A detailed history of Lowery Thomas, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Lowery Thomas, LLC holds 15,946 shares of IWB stock, worth $5.18 Million. This represents 3.46% of its overall portfolio holdings.

Number of Shares
15,946
Previous 15,909 0.23%
Holding current value
$5.18 Million
Previous $4.58 Million 3.54%
% of portfolio
3.46%
Previous 3.51%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

BUY
$272.21 - $298.72 $10,071 - $11,052
37 Added 0.23%
15,946 $4.74 Million
Q1 2024

May 10, 2024

SELL
$257.46 - $288.1 $19,309 - $21,607
-75 Reduced 0.47%
15,909 $4.58 Million
Q4 2023

Feb 05, 2024

BUY
$225.16 - $263.17 $24,767 - $28,948
110 Added 0.69%
15,984 $4.19 Million
Q3 2023

Nov 01, 2023

SELL
$234.05 - $252.17 $23,405 - $25,217
-100 Reduced 0.63%
15,874 $3.73 Million
Q2 2023

Jul 31, 2023

BUY
$221.85 - $243.74 $8,652 - $9,505
39 Added 0.24%
15,974 $3.89 Million
Q1 2023

May 04, 2023

SELL
$208.78 - $230.55 $86,017 - $94,986
-412 Reduced 2.52%
15,935 $3.59 Million
Q4 2022

Feb 10, 2023

SELL
$196.94 - $224.49 $129,389 - $147,489
-657 Reduced 3.86%
16,347 $3.44 Million
Q3 2022

Nov 14, 2022

SELL
$197.33 - $237.63 $63,342 - $76,279
-321 Reduced 1.85%
17,004 $3.36 Million
Q1 2022

May 10, 2022

SELL
$230.48 - $266.11 $77,902 - $89,945
-338 Reduced 1.91%
17,325 $4.33 Million
Q4 2021

May 10, 2022

BUY
$241.33 - $266.02 $4.26 Million - $4.7 Million
17,663 New
17,663 $4.67 Million

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


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

Track Lowery Thomas, LLC Portfolio

Follow Lowery Thomas, 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 Lowery Thomas, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lowery Thomas, LLC with notifications on news.