A detailed history of Marcum Wealth, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Marcum Wealth, LLC holds 1,056 shares of IWB stock, worth $331,129. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,056
Previous 1,056 -0.0%
Holding current value
$331,129
Previous $314,000 5.41%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 02, 2024

SELL
$272.21 - $298.72 $4,627 - $5,078
-17 Reduced 1.58%
1,056 $314,000
Q3 2023

Oct 10, 2023

SELL
$234.05 - $252.17 $4,915 - $5,295
-21 Reduced 1.92%
1,073 $252,000
Q2 2023

Jul 13, 2023

BUY
$221.85 - $243.74 $242,703 - $266,651
1,094 New
1,094 $266,000
Q4 2022

Jan 12, 2023

BUY
$196.94 - $224.49 $209,938 - $239,306
1,066 New
1,066 $0
Q1 2022

Apr 20, 2022

SELL
$230.48 - $266.11 $194,064 - $224,064
-842 Closed
0 $0
Q4 2021

Feb 01, 2022

BUY
$241.33 - $266.02 $203,199 - $223,988
842 New
842 $223,000

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


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

Track Marcum Wealth, LLC Portfolio

Follow Marcum Wealth, 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 Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.