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

Precedent Wealth Partners, LLC

$306 Billion
Q4 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 13,067 shares of IWB stock, worth $4.38 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares

13,067

Previous 11,956 9.29%

Holding current value

$4.38 Million

Previous $3.76 Billion 11.99%

% of portfolio

1.37%

Previous 1.24%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$311.11 - $335.64 $345,643 - $372,896	1,111 Added 9.29%	13,067 $4.21 Billion
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

1,396

Shares Held

92.8M

Call Options Held

221K

Put Options Held

52.5K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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