Sightline Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Sightline Wealth Advisors, LLC

$160 Million
Q2 2024

A detailed history of Sightline Wealth Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 4,949 shares of IWB stock, worth $1.55 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

4,949

Previous 4,944 0.1%

Holding current value

$1.55 Million

Previous $1.42 Million 3.37%

% of portfolio

0.92%

Previous 0.94%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	BUY	$272.21 - $298.72 $1,361 - $1,493	5 Added 0.1%	4,949 $1.47 Million
Q1 2024 Apr 24, 2024	BUY	$257.46 - $288.1 $1,544 - $1,728	6 Added 0.12%	4,944 $1.42 Million
Q4 2023 Jan 23, 2024	BUY	$225.16 - $263.17 $3,827 - $4,473	17 Added 0.35%	4,938 $1.3 Million
Q3 2023 Nov 01, 2023	BUY	$234.05 - $252.17 $1,404 - $1,513	6 Added 0.12%	4,921 $1.16 Million
Q1 2023 May 02, 2023	BUY	$208.78 - $230.55 $1,670 - $1,844	8 Added 0.16%	4,915 $1.11 Million
Q4 2022 Jan 26, 2023	BUY	$196.94 - $224.49 $113,043 - $128,857	574 Added 13.25%	4,907 $0
Q2 2022 Jul 15, 2022	BUY	$201.03 - $253.2 $804 - $1,012	4 Added 0.09%	4,333 $896,000
Q1 2022 Apr 29, 2022	SELL	$230.48 - $266.11 $128,146 - $147,957	-556 Reduced 11.38%	4,329 $1.08 Million
Q4 2021 Jan 26, 2022	BUY	$241.33 - $266.02 $2,413 - $2,660	10 Added 0.21%	4,885 $1.3 Million
Q2 2021 Jul 22, 2021	BUY	$226.48 - $242.11 $1,811 - $1,936	8 Added 0.16%	4,875 $1.18 Million
Q1 2021 May 10, 2021	SELL	$208.89 - $225.24 $41,778 - $45,048	-200 Reduced 3.95%	4,867 $1.09 Million
Q4 2020 Feb 02, 2021	BUY	$182.85 - $211.84 $926,500 - $1.07 Million	5,067 New	5,067 $1.07 Million

Others Institutions Holding IWB

# of Institutions

1,339

Shares Held

92.5M

Call Options Held

56.9K

Put Options Held

46.1K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Sightline Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History