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

Philip James Wealth Mangement, LLC

  • $150 Billion
  • Q2 2024

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 4,033 shares of IWB stock, worth $1.21 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
4,033
Previous 4,023 0.25%
Holding current value
$1.21 Million
Previous $1.16 Billion 3.55%
% of portfolio
0.8%
Previous 0.82%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,302
Shares Held
95.7M
Call Options Held
61.3K
Put Options Held
157K
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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