Southern Wealth Management, LLP Ishares Tr Russell 1000 ETF Transaction History

Southern Wealth Management, LLP

  • $258 Million
  • Q1 2023

A detailed history of Southern Wealth Management, LLP transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Southern Wealth Management, LLP holds 8,487 shares of IWB stock, worth $2.79 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
8,487
Previous 8,517 0.35%
Holding current value
$2.79 Million
Previous $1.79 Million 6.64%
% of portfolio
0.74%
Previous 0.72%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023
SELL
$208.78 - $230.55 $6,263 - $6,916
-30 Reduced 0.35%
8,487 $1.91 Million
Q4 2022

Feb 13, 2023
BUY
$196.94 - $224.49 $81,927 - $93,387
416 Added 5.14%
8,517 $1.79 Million
Q3 2022

Nov 14, 2022
SELL
$197.33 - $237.63 $25,850 - $31,129
-131 Reduced 1.59%
8,101 $1.73 Million
Q2 2022

Aug 11, 2022
SELL
$201.03 - $253.2 $236,411 - $297,763
-1,176 Reduced 12.5%
8,232 $1.71 Million
Q1 2022

May 16, 2022
BUY
$230.48 - $266.11 $5,992 - $6,918
26 Added 0.28%
9,408 $2.35 Million
Q4 2021

Feb 10, 2022
BUY
$241.33 - $266.02 $95,566 - $105,343
396 Added 4.41%
9,382 $2.48 Million
Q3 2021

Nov 15, 2021
BUY
$239.32 - $255.42 $30,632 - $32,693
128 Added 1.45%
8,986 $2.17 Million
Q2 2021

Aug 13, 2021
BUY
$226.48 - $242.11 $146,759 - $156,887
648 Added 7.89%
8,858 $2.21 Million
Q1 2021

May 17, 2021
BUY
$208.89 - $225.24 $393,757 - $424,577
1,885 Added 29.8%
8,210 $1.84 Million
Q4 2020

Feb 16, 2021
BUY
$182.85 - $211.84 $3,657 - $4,236
20 Added 0.32%
6,325 $1.34 Million
Q3 2020

Nov 25, 2020
SELL
$172.79 - $199.44 $92,615 - $106,899
-536 Reduced 7.84%
6,305 $1.18 Million
Q2 2020

Aug 14, 2020
BUY
$135.3 - $179.75 $925,587 - $1.23 Million
6,841 New
6,841 $1.17 Million

Others Institutions Holding IWB

# of Institutions
1,373
Shares Held
93.2M
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
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