Philip James Wealth Mangement, LLC Ishares Tr Russell 1000 ETF Transaction History

Philip James Wealth Mangement, LLC

$857 Billion
Q3 2025

A detailed history of Philip James Wealth Mangement, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 2,463 shares of IWB stock, worth $906,088. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,463

Previous 3,975 38.04%

Holding current value

$906,088

Previous $1.35 Billion 33.31%

% of portfolio

0.11%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	SELL	$339.37 - $366.46 $513,127 - $554,087	-1,512 Reduced 38.04%	2,463 $900 Million
Q2 2025 Jul 18, 2025	SELL	$272.36 - $339.57 $272 - $339	-1 Reduced 0.03%	3,975 $1.35 Billion
Q1 2025 Apr 24, 2025	SELL	$302.31 - $337.54 $21,464 - $23,965	-71 Reduced 1.75%	3,976 $1.22 Billion
Q3 2024 Oct 31, 2024	BUY	$283.28 - $314.39 $3,965 - $4,401	14 Added 0.35%	4,047 $1.27 Billion
Q2 2024 Jul 23, 2024	BUY	$272.21 - $298.72 $2,722 - $2,987	10 Added 0.25%	4,033 $1.2 Billion

Q1 2024 Apr 29, 2024	SELL	$257.46 - $288.1 $8,238 - $9,219	-32 Reduced 0.79%	4,023 $1.16 Billion
Q4 2023 Jan 29, 2024	BUY	$225.16 - $263.17 $913,023 - $1.07 Million	4,055 New	4,055 $1.06 Billion

Others Institutions Holding IWB

# of Institutions

1,615

Shares Held

98.3M

Call Options Held

65.9K

Put Options Held

60.7K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Philip James Wealth Mangement, LLC Ishares Tr Russell 1000 ETF Transaction History