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

Moser Wealth Advisors, LLC

$178 Million
Q1 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 1,798 shares of IWB stock, worth $539,705. This represents 0.29% of its overall portfolio holdings.

Number of Shares

1,798

Previous 964 86.51%

Holding current value

$539,705

Previous $252,000 105.16%

% of portfolio

0.29%

Previous 0.16%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$205.85 - $224.49 $51,462 - $56,122	-250 Reduced 16.36%	1,278 $269,000
Q2 2022 Aug 02, 2022	BUY	N/A	27 Added 1.8%	1,528 $317,000

Q1 2022 Apr 29, 2022	SELL	N/A	-10 Reduced 0.66%	1,501 $375,000
Q3 2021 Oct 18, 2021	BUY	N/A	97 Added 6.86%	1,511 $365,000
Q4 2020 Jan 29, 2021	SELL	N/A	-3 Reduced 0.21%	1,414 $300,000
Q3 2020 Oct 26, 2020	BUY	N/A	272 Added 23.76%	1,417 $265,000
Q1 2020 Apr 30, 2020	BUY	N/A	440 Added 62.41%	1,145 $0
Q4 2019 Feb 12, 2020	BUY	N/A	705 New	705 $126,000

Others Institutions Holding IWB

# of Institutions

1,294

Shares Held

95.6M

Call Options Held

61.3K

Put Options Held

158K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Industry ETFs

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