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

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

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 1,134 shares of IWB stock, worth $368,493. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,134
Previous 1,134 -0.0%
Holding current value
$368,493
Previous $337 Million 5.67%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$257.46 - $288.1 $3,346 - $3,745
13 Added 1.16%
1,134 $325 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
1,373
Shares Held
93.3M
Call Options Held
221K
Put Options Held
52.5K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

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

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email