Moser Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Moser Wealth Advisors, LLC

$190 Million
Q3 2024

A detailed history of Moser Wealth Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Moser Wealth Advisors, LLC holds 1,758 shares of IWB stock, worth $578,206. This represents 0.29% of its overall portfolio holdings.

Number of Shares

1,758

Previous 1,783 1.4%

Holding current value

$578,206

Previous $530,000 4.15%

% of portfolio

0.29%

Previous 0.29%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$283.28 - $314.39 $7,081 - $7,859	-25 Reduced 1.4%	1,758 $552,000
Q2 2024 Aug 06, 2024	SELL	$272.21 - $298.72 $4,083 - $4,480	-15 Reduced 0.83%	1,783 $530,000
Q1 2024 May 01, 2024	BUY	$257.46 - $288.1 $214,721 - $240,275	834 Added 86.51%	1,798 $517,000
Q4 2023 Feb 06, 2024	BUY	$225.16 - $263.17 $12,608 - $14,737	56 Added 6.17%	964 $252,000
Q2 2023 Aug 02, 2023	SELL	$221.85 - $243.74 $82,084 - $90,183	-370 Reduced 28.95%	908 $221,000
Q4 2022 Jan 12, 2023	SELL	$196.94 - $224.49 $49,235 - $56,122	-250 Reduced 16.36%	1,278 $269,000
Q2 2022 Aug 02, 2022	BUY	$201.03 - $253.2 $5,427 - $6,836	27 Added 1.8%	1,528 $317,000
Q1 2022 Apr 29, 2022	SELL	$230.48 - $266.11 $2,304 - $2,661	-10 Reduced 0.66%	1,501 $375,000
Q3 2021 Oct 18, 2021	BUY	$239.32 - $255.42 $23,214 - $24,775	97 Added 6.86%	1,511 $365,000
Q4 2020 Jan 29, 2021	SELL	$182.85 - $211.84 $548 - $635	-3 Reduced 0.21%	1,414 $300,000
Q3 2020 Oct 26, 2020	BUY	$172.79 - $199.44 $46,998 - $54,247	272 Added 23.76%	1,417 $265,000
Q1 2020 Apr 30, 2020	BUY	$122.99 - $188.06 $54,115 - $82,746	440 Added 62.41%	1,145 $0
Q4 2019 Feb 12, 2020	BUY	$159.7 - $178.97 $112,588 - $126,173	705 New	705 $126,000

Others Institutions Holding IWB

# of Institutions

1,373

Shares Held

93.2M

Call Options Held

221K

Put Options Held

52.5K

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 Moser Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moser Wealth Advisors, LLC with notifications on news.

Account

Moser Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History