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

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 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 1,358 shares of IWB stock, worth $455,975. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,358
Previous 1,134 19.75%
Holding current value
$455,975
Previous $357 Million 27.11%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

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

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
1,465
Shares Held
98.1M
Call Options Held
79.9K
Put Options Held
306K
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