A detailed history of Osborne Partners Capital Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Osborne Partners Capital Management, LLC holds 1,979 shares of IWB stock, worth $643,076. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,979
Previous 2,004 1.25%
Holding current value
$643,076
Previous $596,000 4.36%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$283.28 - $314.39 $7,081 - $7,859
-25 Reduced 1.25%
1,979 $622,000
Q2 2024

Jul 22, 2024

SELL
$272.21 - $298.72 $63,697 - $69,900
-234 Reduced 10.46%
2,004 $596,000
Q1 2024

Apr 25, 2024

BUY
$257.46 - $288.1 $3,861 - $4,321
15 Added 0.67%
2,238 $644,000
Q4 2023

Jan 22, 2024

SELL
$225.16 - $263.17 $16,436 - $19,211
-73 Reduced 3.18%
2,223 $583,000
Q3 2023

Oct 26, 2023

BUY
$234.05 - $252.17 $537,378 - $578,982
2,296 New
2,296 $539,000

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


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

Track Osborne Partners Capital Management, LLC Portfolio

Follow Osborne Partners Capital Management, 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 Osborne Partners Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Osborne Partners Capital Management, LLC with notifications on news.