Ropes Wealth Advisors LLC Ishares Tr Russell 1000 ETF Transaction History

Ropes Wealth Advisors LLC

$512 Million
Q3 2023

A detailed history of Ropes Wealth Advisors LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 4,698 shares of IWB stock, worth $1.5 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

4,698

Previous 4,698 -0.0%

Holding current value

$1.5 Million

Previous $1.15 Million 3.67%

% of portfolio

0.22%

Previous 0.19%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 05, 2021	SELL	$239.32 - $255.42 $246,978 - $263,593	-1,032 Reduced 18.01%	4,698 $1.14 Million
Q2 2021 Aug 04, 2021	BUY	$226.48 - $242.11 $759,613 - $812,036	3,354 Added 141.16%	5,730 $1.39 Million
Q1 2021 May 12, 2021	SELL	$208.89 - $225.24 $23,813 - $25,677	-114 Reduced 4.58%	2,376 $554,000
Q4 2020 Feb 05, 2021	BUY	$182.85 - $211.84 $117,938 - $136,636	645 Added 34.96%	2,490 $527,000
Q3 2018 Oct 30, 2018	BUY	N/A	1,032 Added 126.94%	1,845 $298,000
Q3 2017 Nov 09, 2017	BUY	N/A	813	813 $114,000

Others Institutions Holding IWB

# of Institutions

1,355

Shares Held

93M

Call Options Held

56.9K

Put Options Held

46.1K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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Ropes Wealth Advisors LLC Ishares Tr Russell 1000 ETF Transaction History