Precedent Wealth Partners, LLC Ishares Tr Russell 1000 ETF Transaction History

Precedent Wealth Partners, LLC

  • $233 Billion
  • Q1 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 6,134 shares of IWB stock, worth $1.84 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
6,134
Previous 4,072 50.64%
Holding current value
$1.84 Million
Previous $1.07 Billion 65.46%
% of portfolio
0.76%
Previous 0.54%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$257.46 - $288.1 $530,882 - $594,062
2,062 Added 50.64%
6,134 $1.77 Billion
Q4 2023

Jan 18, 2024
BUY
$225.16 - $263.17 $916,851 - $1.07 Million
4,072 New
4,072 $1.07 Billion

Others Institutions Holding IWB

# of Institutions
1,294
Shares Held
95.6M
Call Options Held
61.3K
Put Options Held
158K
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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