Mycio Wealth Partners, LLC Ishares Tr Russell 1000 ETF Transaction History

Mycio Wealth Partners, LLC

$391 Million
Q2 2024

A detailed history of Mycio Wealth Partners, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Mycio Wealth Partners, LLC holds 7,525 shares of IWB stock, worth $2.36 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

7,525

Previous 7,512 0.17%

Holding current value

$2.36 Million

Previous $2.16 Million 3.47%

% of portfolio

0.57%

Previous 0.55%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$272.21 - $298.72 $3,538 - $3,883	13 Added 0.17%	7,525 $2.24 Million
Q1 2024 May 07, 2024	BUY	$257.46 - $288.1 $4,119 - $4,609	16 Added 0.21%	7,512 $2.16 Million
Q4 2023 Jan 30, 2024	BUY	$225.16 - $263.17 $9,456 - $11,053	42 Added 0.56%	7,496 $1.97 Million
Q3 2023 Nov 07, 2023	SELL	$234.05 - $252.17 $18,724 - $20,173	-80 Reduced 1.06%	7,454 $1.75 Million
Q2 2023 Aug 04, 2023	BUY	$221.85 - $243.74 $3,105 - $3,412	14 Added 0.19%	7,534 $1.84 Million
Q1 2023 May 09, 2023	BUY	$208.78 - $230.55 $3,966 - $4,380	19 Added 0.25%	7,520 $1.69 Million
Q4 2022 Jan 25, 2023	BUY	$196.94 - $224.49 $9,453 - $10,775	48 Added 0.64%	7,501 $0
Q2 2022 Aug 02, 2022	BUY	$201.03 - $253.2 $3,216 - $4,051	16 Added 0.22%	7,453 $1.55 Million
Q1 2022 May 09, 2022	BUY	$230.48 - $266.11 $3,457 - $3,991	15 Added 0.2%	7,437 $1.86 Million
Q4 2021 Feb 08, 2022	SELL	$241.33 - $266.02 $80,362 - $88,584	-333 Reduced 4.29%	7,422 $1.96 Million
Q2 2021 Aug 09, 2021	BUY	$226.48 - $242.11 $6,794 - $7,263	30 Added 0.39%	7,755 $1.88 Million
Q1 2021 May 17, 2021	SELL	$208.89 - $225.24 $124,707 - $134,468	-597 Reduced 7.17%	7,725 $1.73 Million
Q4 2020 Feb 09, 2021	BUY	$182.85 - $211.84 $4,022 - $4,660	22 Added 0.27%	8,322 $1.76 Million
Q3 2020 Nov 12, 2020	BUY	$172.79 - $199.44 $4,146 - $4,786	24 Added 0.29%	8,300 $1.55 Million
Q2 2020 Aug 13, 2020	BUY	$135.3 - $179.75 $6,900 - $9,167	51 Added 0.62%	8,276 $1.42 Million
Q1 2020 May 14, 2020	SELL	$122.99 - $188.06 $23.8 Million - $36.3 Million	-193,198 Reduced 95.92%	8,225 $1.16 Million
Q4 2019 Feb 13, 2020	SELL	$159.7 - $178.97 $1.42 Million - $1.59 Million	-8,870 Reduced 4.22%	201,423 $35.9 Million
Q3 2019 Nov 12, 2019	BUY	$163.68 - $167.08 $328,669 - $335,496	2,008 Added 0.96%	210,293 $34.6 Million
Q2 2019 Aug 05, 2019	SELL	N/A	-5,639 Reduced 2.64%	208,285 $33.9 Million
Q1 2019 Apr 18, 2019	SELL	N/A	-562 Reduced 0.26%	213,924 $33.7 Million
Q4 2018 Jan 22, 2019	BUY	N/A	48,269 Added 29.04%	214,486 $29.7 Million
Q3 2018 Oct 25, 2018	BUY	N/A	1,562 Added 0.95%	166,217 $26.9 Million
Q2 2018 Jul 19, 2018	BUY	N/A	2,126 Added 1.31%	164,655 $25 Million
Q1 2018 Apr 27, 2018	SELL	N/A	-5,075 Reduced 3.03%	162,529 $23.9 Million
Q4 2017 Jan 31, 2018	SELL	N/A	-2,118 Reduced 1.25%	167,604 $24.9 Million
Q3 2017 Oct 19, 2017	BUY	N/A	5,795 Added 3.54%	169,722 $23.7 Million
Q2 2017 Aug 10, 2017	BUY	N/A	99 Added 0.06%	163,927 $22.2 Million
Q2 2017 Aug 08, 2017	BUY	N/A	163,828	163,828 $21.5 Million

Others Institutions Holding IWB

# of Institutions

1,339

Shares Held

92.5M

Call Options Held

56.9K

Put Options Held

46.1K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Mycio Wealth Partners, LLC Ishares Tr Russell 1000 ETF Transaction History