Palo Alto Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Palo Alto Wealth Advisors, LLC

  • $242 Billion
  • Q3 2024

A detailed history of Palo Alto Wealth Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 14,550 shares of IWB stock, worth $4.79 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares
14,550
Previous 14,650 0.68%
Holding current value
$4.79 Million
Previous $4.36 Billion 6.82%
% of portfolio
1.93%
Previous 3.01%

Shares

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

Nov 06, 2024
SELL
$283.28 - $314.39 $28,327 - $31,439
-100 Reduced 0.68%
14,550 $4.66 Billion
Q2 2024

Aug 13, 2024
SELL
$272.21 - $298.72 $83,024 - $91,109
-305 Reduced 2.04%
14,650 $4.36 Billion
Q1 2024

Apr 30, 2024
SELL
$257.46 - $288.1 $150,614 - $168,538
-585 Reduced 3.76%
14,955 $4.31 Billion
Q4 2023

Feb 05, 2024
SELL
$225.16 - $263.17 $22,516 - $26,317
-100 Reduced 0.64%
15,540 $4.08 Billion
Q3 2023

Oct 30, 2023
SELL
$234.05 - $252.17 $80,513 - $86,746
-344 Reduced 2.15%
15,640 $3.69 Billion
Q2 2023

Aug 07, 2023
SELL
$221.85 - $243.74 $102,716 - $112,851
-463 Reduced 2.82%
15,984 $3.9 Billion
Q1 2023

Apr 18, 2023
SELL
$208.78 - $230.55 $307,950 - $340,061
-1,475 Reduced 8.23%
16,447 $3.7 Billion
Q4 2022

Feb 07, 2023
BUY
$196.94 - $224.49 $3.53 Million - $4.02 Million
17,922 New
17,922 $3.77 Billion

Others Institutions Holding IWB

# of Institutions
1,373
Shares Held
93.2M
Call Options Held
221K
Put Options Held
52.5K
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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