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

Precedent Wealth Partners, LLC

  • $303 Billion
  • Q3 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 11,956 shares of IWB stock, worth $3.93 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
11,956
Previous 8,191 45.97%
Holding current value
$3.93 Million
Previous $2.44 Billion 54.23%
% of portfolio
1.24%
Previous 0.98%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$283.28 - $314.39 $1.07 Million - $1.18 Million
3,765 Added 45.97%
11,956 $3.76 Billion
Q2 2024

Jul 23, 2024
BUY
$272.21 - $298.72 $559,935 - $614,467
2,057 Added 33.53%
8,191 $2.44 Billion
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
1,373
Shares Held
93.2M
Call Options Held
221K
Put Options Held
52.5K
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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