Lwm Advisory Services, LLC Ishares Tr Russell 1000 ETF Transaction History

Lwm Advisory Services, LLC

  • $153 Million
  • Q3 2025

A detailed history of Lwm Advisory Services, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 2,219 shares of IWB stock, worth $816,325. This represents 0.53% of its overall portfolio holdings.

Number of Shares
2,219
Previous 2,195 1.09%
Holding current value
$816,325
Previous $745,000 8.86%
% of portfolio
0.53%
Previous 0.54%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 25, 2025
BUY
$339.37 - $366.46 $8,144 - $8,795
24 Added 1.09%
2,219 $811,000
Q2 2025

Aug 14, 2025
SELL
$272.36 - $339.57 $1,361 - $1,697
-5 Reduced 0.23%
2,195 $745,000
Q1 2025

May 13, 2025
SELL
$302.31 - $337.54 $18,440 - $20,589
-61 Reduced 2.7%
2,200 $674,000
Q4 2024

Feb 03, 2025
BUY
$311.11 - $335.64 $45,422 - $49,003
146 Added 6.9%
2,261 $728,000
Q3 2024

Nov 13, 2024
BUY
$283.28 - $314.39 $599,137 - $664,934
2,115 New
2,115 $664,000

Others Institutions Holding IWB

# of Institutions
1,617
Shares Held
98.5M
Call Options Held
65.9K
Put Options Held
60.7K
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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