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

Precedent Wealth Partners, LLC

$408 Billion
Q2 2025

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 12,223 shares of IWB stock, worth $4.28 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

12,223

Previous 13,934 12.28%

Holding current value

$4.28 Million

Previous $4.27 Billion 2.89%

% of portfolio

1.02%

Previous 1.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$272.36 - $339.57 $466,007 - $581,004	-1,711 Reduced 12.28%	12,223 $4.15 Billion
Q1 2025 Apr 17, 2025	BUY	$302.31 - $337.54 $262,102 - $292,647	867 Added 6.64%	13,934 $4.27 Billion
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

1,523

Shares Held

98.1M

Call Options Held

66.9K

Put Options Held

199K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Precedent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Precedent Wealth Partners, LLC with notifications on news.

Account

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