Mbl Wealth, LLC Ishares Russell 1000 Gr ETF Transaction History

Mbl Wealth, LLC

$830 Million
Q1 2024

A detailed history of Mbl Wealth, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Mbl Wealth, LLC holds 2,937 shares of IWF stock, worth $1.11 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,937

Previous 2,987 1.67%

Holding current value

$1.11 Million

Previous $905,000 9.28%

% of portfolio

0.12%

Previous 0.12%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$294.43 - $339.01 $14,721 - $16,950	-50 Reduced 1.67%	2,937 $989,000
Q4 2023 Jan 18, 2024	BUY	$256.94 - $304.21 $160,587 - $190,131	625 Added 26.46%	2,987 $905,000
Q3 2023 Oct 11, 2023	SELL	$263.8 - $285.38 $2,110 - $2,283	-8 Reduced 0.34%	2,362 $628,000
Q2 2023 Jul 17, 2023	SELL	$239.31 - $275.18 $41,161 - $47,330	-172 Reduced 6.77%	2,370 $652,000
Q1 2023 Apr 11, 2023	SELL	$209.92 - $244.33 $23,301 - $27,120	-111 Reduced 4.18%	2,542 $621,000

Q4 2022 Jan 12, 2023	SELL	$210.27 - $232.89 $107,237 - $118,773	-510 Reduced 16.12%	2,653 $568,000
Q3 2022 Jan 12, 2023	SELL	N/A	-597 Reduced 15.88%	3,163 $665,000
Q2 2022 Jan 12, 2023	SELL	N/A	-1,330 Reduced 26.13%	3,760 $822,000
Q1 2022 May 02, 2022	BUY	N/A	5,090 New	5,090 $1.41 Million
Q3 2021 Oct 25, 2021	SELL	N/A	-8,255 Closed	0 $0
Q1 2021 May 27, 2021	SELL	N/A	-360 Reduced 4.18%	8,255 $2.01 Million
Q4 2020 Feb 16, 2021	BUY	N/A	8,615 New	8,615 $2.08 Million

Others Institutions Holding IWF

# of Institutions

2,064

Shares Held

201M

Call Options Held

346K

Put Options Held

74K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

More about IWF

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