Penobscot Wealth Management Ishares Tr Russell 1000 ETF Transaction History

Penobscot Wealth Management

  • $201 Million
  • Q1 2025

A detailed history of Penobscot Wealth Management transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Penobscot Wealth Management holds 1,725 shares of IWB stock, worth $559,038. This represents 0.26% of its overall portfolio holdings.

Number of Shares
1,725
Previous 1,239 39.23%
Holding current value
$559,038
Previous $399,000 32.58%
% of portfolio
0.26%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$302.31 - $337.54 $146,922 - $164,044
486 Added 39.23%
1,725 $529,000
Q4 2024

Feb 10, 2025
SELL
$311.11 - $335.64 $24,266 - $26,179
-78 Reduced 5.92%
1,239 $399,000
Q3 2024

Oct 28, 2024
BUY
$283.28 - $314.39 $156,370 - $173,543
552 Added 72.16%
1,317 $414,000
Q2 2024

Jul 29, 2024
SELL
$272.21 - $298.72 $1,088 - $1,194
-4 Reduced 0.52%
765 $232,000
Q1 2024

May 06, 2024
BUY
$257.46 - $288.1 $197,986 - $221,548
769 New
769 $221,000

Others Institutions Holding IWB

# of Institutions
1,498
Shares Held
96.1M
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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