Marks Group Wealth Management, Inc Ishares Tr Russell 1000 ETF Transaction History

Marks Group Wealth Management, Inc

$1.03 Billion
Q3 2025

A detailed history of Marks Group Wealth Management, Inc transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 1,725 shares of IWB stock, worth $634,593. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,725

Previous 1,708 1.0%

Holding current value

$634,593

Previous $579,000 8.81%

% of portfolio

0.06%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$339.37 - $366.46 $5,769 - $6,229	17 Added 1.0%	1,725 $630,000
Q4 2024 Jan 29, 2025	SELL	$311.11 - $335.64 $45,110 - $48,667	-145 Reduced 7.83%	1,708 $550,000
Q2 2024 Aug 14, 2024	BUY	$272.21 - $298.72 $62,880 - $69,004	231 Added 14.24%	1,853 $551,000
Q4 2023 Feb 01, 2024	SELL	$225.16 - $263.17 $43,455 - $50,791	-193 Reduced 10.63%	1,622 $425,000
Q2 2023 Jul 19, 2023	SELL	$221.85 - $243.74 $14,863 - $16,330	-67 Reduced 3.56%	1,815 $442,000

Q4 2022 Feb 06, 2023	SELL	$196.94 - $224.49 $24,026 - $27,387	-122 Reduced 6.09%	1,882 $396,000
Q2 2022 Aug 09, 2022	SELL	$201.03 - $253.2 $147,354 - $185,595	-733 Reduced 26.78%	2,004 $416,000
Q2 2020 Aug 10, 2020	BUY	$135.3 - $179.75 $370,316 - $491,975	2,737 New	2,737 $470,000

Others Institutions Holding IWB

# of Institutions

1,619

Shares Held

98.5M

Call Options Held

65.9K

Put Options Held

60.7K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Marks Group Wealth Management, Inc Ishares Tr Russell 1000 ETF Transaction History