A detailed history of Provence Wealth Management Group transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Provence Wealth Management Group holds 699 shares of IWB stock, worth $229,901. This represents 0.1% of its overall portfolio holdings.

Number of Shares
699
Previous 699 -0.0%
Holding current value
$229,901
Previous $164,000 11.59%
% of portfolio
0.1%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 13, 2023

BUY
$234.05 - $252.17 $163,600 - $176,266
699 New
699 $164,000
Q4 2022

Feb 02, 2023

BUY
$196.94 - $224.49 $12,210 - $13,918
62 Added 5.5%
1,189 $250,000
Q1 2022

May 10, 2022

SELL
$230.48 - $266.11 $5,070 - $5,854
-22 Reduced 1.91%
1,127 $282,000
Q4 2021

May 02, 2022

BUY
$241.33 - $266.02 $277,288 - $305,656
1,149 New
1,149 $304,000

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Provence Wealth Management Group Portfolio

Follow Provence Wealth Management Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Provence Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Provence Wealth Management Group with notifications on news.