New Wave Wealth Advisors LLC Ishares Tr Russell 1000 ETF Transaction History

New Wave Wealth Advisors LLC

  • $235 Billion
  • Q2 2025

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 7,334 shares of IWB stock, worth $2.56 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
7,334
Previous 4,710 55.71%
Holding current value
$2.56 Million
Previous $1.44 Billion 72.38%
% of portfolio
1.06%
Previous 0.65%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$272.36 - $339.57 $714,672 - $891,031
2,624 Added 55.71%
7,334 $2.49 Billion
Q1 2025

Apr 25, 2025
BUY
$302.31 - $337.54 $834,073 - $931,272
2,759 Added 141.41%
4,710 $1.44 Billion
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

# of Institutions
1,538
Shares Held
97.2M
Call Options Held
66.9K
Put Options Held
199K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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