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

Lwm Advisory Services, LLC

  • $139 Million
  • Q2 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 2,195 shares of IWB stock, worth $814,366. This represents 0.54% of its overall portfolio holdings.

Number of Shares
2,195
Previous 2,200 0.23%
Holding current value
$814,366
Previous $674,000 10.53%
% of portfolio
0.54%
Previous 0.49%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,610
Shares Held
96.4M
Call Options Held
64.2K
Put Options Held
52.9K
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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