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

Palo Alto Wealth Advisors, LLC

$145 Billion
Q2 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 14,650 shares of IWB stock, worth $4.6 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares

14,650

Previous 14,955 2.04%

Holding current value

$4.6 Million

Previous $4.31 Billion 1.19%

% of portfolio

3.01%

Previous 3.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,340

Shares Held

92.5M

Call Options Held

56.9K

Put Options Held

46.1K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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