Segment Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Segment Wealth Management, LLC

  • $1.42 Billion
  • Q4 2024

A detailed history of Segment Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Segment Wealth Management, LLC holds 2,761 shares of IWB stock, worth $917,093. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,761
Previous 2,761 -0.0%
Holding current value
$917,093
Previous $868,000 2.42%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 22, 2024
SELL
$283.28 - $314.39 $28,894 - $32,067
-102 Reduced 3.56%
2,761 $868,000
Q2 2024

Jul 22, 2024
SELL
$272.21 - $298.72 $15,243 - $16,728
-56 Reduced 1.92%
2,863 $851,000
Q4 2023

Jan 25, 2024
SELL
$225.16 - $263.17 $24,542 - $28,685
-109 Reduced 3.6%
2,919 $765,000
Q3 2023

Oct 24, 2023
BUY
$234.05 - $252.17 $138,557 - $149,284
592 Added 24.3%
3,028 $711,000
Q2 2017

Aug 11, 2017
BUY
N/A
2,436
2,436 $330,000

Others Institutions Holding IWB

# of Institutions
1,407
Shares Held
93.4M
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
Track This Portfolio

Track Segment Wealth Management, LLC Portfolio

Follow Segment Wealth Management, LLC 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 Segment Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Segment Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email