Modern Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 2,333 shares of IWB stock, worth $853,528. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,333
Previous 2,280 2.32%
Holding current value
$853,528
Previous $699,000 13.3%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$272.36 - $339.57 $14,435 - $17,997
53 Added 2.32%
2,333 $792,000
Q1 2025

May 15, 2025
BUY
$302.31 - $337.54 $278,729 - $311,211
922 Added 67.89%
2,280 $699 Million
Q4 2024

May 30, 2025
SELL
$311.11 - $335.64 $290,887 - $313,823
-935 Reduced 41.01%
1,345 $433,000
Q4 2024

May 29, 2025
SELL
$311.11 - $335.64 $290,887 - $313,823
-935 Reduced 41.01%
1,345 $433,000
Q4 2024

Feb 11, 2025
BUY
$311.11 - $335.64 $69,688 - $75,183
224 Added 19.75%
1,358 $453 Million
Q3 2024

May 30, 2025
SELL
$283.28 - $314.39 $328,321 - $364,378
-1,159 Reduced 50.83%
1,121 $352,000
Q3 2024

May 29, 2025
SELL
$283.28 - $314.39 $328,321 - $364,378
-1,159 Reduced 50.83%
1,121 $352,000
Q2 2024

May 29, 2025
SELL
$272.21 - $298.72 $315,491 - $346,216
-1,159 Reduced 50.83%
1,121 $333,000
Q1 2024

May 28, 2025
SELL
$257.46 - $288.1 $298,396 - $333,907
-1,159 Reduced 50.83%
1,121 $323 Million
Q1 2024

May 13, 2024
BUY
$257.46 - $288.1 $3,346 - $3,745
13 Added 1.16%
1,134 $325 Million
Q4 2023

May 28, 2025
SELL
$225.16 - $263.17 $260,960 - $305,014
-1,159 Reduced 50.83%
1,121 $294 Million
Q4 2023

Feb 14, 2024
BUY
$225.16 - $263.17 $252,404 - $295,013
1,121 New
1,121 $294 Million

Others Institutions Holding IWB

# of Institutions
1,605
Shares Held
96.3M
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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