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

Marks Group Wealth Management, Inc

$1.02 Billion
Q2 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 1,708 shares of IWB stock, worth $624,871. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,708

Previous 1,708 -0.0%

Holding current value

$624,871

Previous $523,000 10.71%

% of portfolio

0.06%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,590

Shares Held

96M

Call Options Held

64.2K

Put Options Held

52.9K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Marks Group Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Marks Group Wealth Management, Inc with notifications on news.

Account

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