A detailed history of New Wave Wealth Advisors LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 1,951 shares of IWB stock, worth $653,916. This represents 0.26% of its overall portfolio holdings.

Number of Shares
1,951
Previous 1,900 2.68%
Holding current value
$653,916
Previous $597 Million 5.22%
% of portfolio
0.26%
Previous 0.28%

Shares

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

Jan 23, 2025

BUY
$311.11 - $335.64 $15,866 - $17,117
51 Added 2.68%
1,951 $629 Million
Q3 2024

Oct 23, 2024

BUY
$283.28 - $314.39 $44,191 - $49,044
156 Added 8.94%
1,900 $597 Million
Q2 2024

Aug 27, 2024

BUY
$272.21 - $298.72 $474,734 - $520,967
1,744 New
1,744 $519 Million

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track New Wave Wealth Advisors LLC Portfolio

Follow New Wave Wealth Advisors 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 New Wave Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Wave Wealth Advisors LLC with notifications on news.