One Charles Private Wealth Services, LLC Ishares Tr Russell 1000 ETF Transaction History

One Charles Private Wealth Services, LLC

  • $325 Million
  • Q2 2025

A detailed history of One Charles Private Wealth Services, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 808 shares of IWB stock, worth $296,915. This represents 0.08% of its overall portfolio holdings.

Number of Shares
808
Previous 808 -0.0%
Holding current value
$296,915
Previous $247,000 10.93%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Feb 11, 2025
SELL
$311.11 - $335.64 $12,444 - $13,425
-40 Reduced 4.72%
808 $260,000
Q4 2023

Feb 06, 2024
BUY
$225.16 - $263.17 $190,935 - $223,168
848 New
848 $222,000

Others Institutions Holding IWB

# of Institutions
1,575
Shares Held
97.4M
Call Options Held
64.2K
Put Options Held
52.9K
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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