Penobscot Wealth Management Ishares Tr Russell 1000 ETF Transaction History

Penobscot Wealth Management

  • $217 Million
  • Q4 2024

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 1,239 shares of IWB stock, worth $408,535. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,239
Previous 1,317 5.92%
Holding current value
$408,535
Previous $414,000 3.62%
% of portfolio
0.18%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,465
Shares Held
98.1M
Call Options Held
79.9K
Put Options Held
306K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Penobscot Wealth Management Portfolio

Follow Penobscot Wealth Management 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 Penobscot Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Penobscot Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email