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

Shelton Wealth Management, LLC

  • $158 Million
  • Q1 2024

A detailed history of Shelton Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 18,095 shares of IWB stock, worth $5.54 Million. This represents 3.3% of its overall portfolio holdings.

Number of Shares
18,095
Previous 20,056 9.78%
Holding current value
$5.54 Million
Previous $5.26 Million 0.91%
% of portfolio
3.3%
Previous 3.74%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$257.46 - $288.1 $504,879 - $564,964
-1,961 Reduced 9.78%
18,095 $5.21 Million
Q4 2023

Feb 14, 2024
SELL
$225.16 - $263.17 $1.22 Million - $1.43 Million
-5,429 Reduced 21.3%
20,056 $5.26 Million
Q3 2023

Nov 01, 2023
SELL
$234.05 - $252.17 $205,261 - $221,153
-877 Reduced 3.33%
25,485 $5.99 Million
Q2 2023

Aug 01, 2023
SELL
$221.85 - $243.74 $97,170 - $106,758
-438 Reduced 1.63%
26,362 $6.43 Million
Q1 2023

May 08, 2023
SELL
$208.78 - $230.55 $1.03 Million - $1.14 Million
-4,924 Reduced 15.52%
26,800 $6.04 Million
Q4 2022

Feb 09, 2023
BUY
$205.85 - $224.49 $14,409 - $15,714
70 Added 0.22%
31,724 $6.68 Million
Q3 2022

Nov 08, 2022
SELL
N/A
-198 Reduced 0.62%
31,654 $6.25 Million
Q2 2022

Jul 28, 2022
SELL
N/A
-821 Reduced 2.51%
31,852 $6.62 Million
Q1 2022

May 10, 2022
SELL
N/A
-563 Reduced 1.69%
32,673 $8.17 Million
Q4 2021

Jan 26, 2022
BUY
N/A
33,236 New
33,236 $8.79 Million

Others Institutions Holding IWB

# of Institutions
1,296
Shares Held
95.5M
Call Options Held
61.3K
Put Options Held
158K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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