Strategic Wealth Partners, Ltd. Ishares Tr Russell 1000 ETF Transaction History

Strategic Wealth Partners, Ltd.

  • $947 Million
  • Q3 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 3,626 shares of IWB stock, worth $1.2 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,626
Previous 3,626 -0.0%
Holding current value
$1.2 Million
Previous $1.08 Million 5.66%
% of portfolio
0.12%
Previous 0.11%

Shares

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

May 20, 2024
BUY
$257.46 - $288.1 $22,913 - $25,640
89 Added 2.52%
3,626 $1.04 Million
Q2 2023

May 20, 2024
BUY
$221.85 - $243.74 $524,675 - $576,445
2,365 Added 201.79%
3,537 $862,000
Q1 2023

Apr 24, 2023
BUY
$208.78 - $230.55 $244,690 - $270,204
1,172 New
1,172 $263,000
Q4 2022

Apr 24, 2023
SELL
$196.94 - $224.49 $1.52 Million - $1.73 Million
-7,717 Closed
0 $0
Q3 2022

Apr 24, 2023
BUY
$197.33 - $237.63 $198,711 - $239,293
1,007 Added 15.01%
7,717 $0
Q2 2022

Aug 22, 2022
BUY
$201.03 - $253.2 $60,711 - $76,466
302 Added 4.71%
6,710 $1.39 Million
Q1 2022

May 19, 2022
BUY
$230.48 - $266.11 $278,419 - $321,460
1,208 Added 23.23%
6,408 $0
Q4 2021

Feb 11, 2022
BUY
$241.33 - $266.02 $40,543 - $44,691
168 Added 3.34%
5,200 $0
Q3 2021

Nov 12, 2021
BUY
$239.32 - $255.42 $116,548 - $124,389
487 Added 10.72%
5,032 $1.22 Million
Q2 2021

Aug 25, 2021
BUY
$226.48 - $242.11 $110,975 - $118,633
490 Added 12.08%
4,545 $1.1 Million
Q1 2021

May 24, 2021
BUY
$208.89 - $225.24 $153,325 - $165,326
734 Added 22.1%
4,055 $908,000
Q4 2020

Feb 18, 2021
SELL
$182.85 - $211.84 $10,605 - $12,286
-58 Reduced 1.72%
3,321 $704,000
Q3 2020

Nov 10, 2020
SELL
$172.79 - $199.44 $476,900 - $550,454
-2,760 Reduced 44.96%
3,379 $632,000
Q2 2020

Aug 11, 2020
BUY
$135.3 - $179.75 $611,285 - $812,110
4,518 Added 278.72%
6,139 $1.05 Million
Q4 2019

Jan 30, 2020
SELL
$159.7 - $178.97 $12,137 - $13,601
-76 Reduced 4.48%
1,621 $289,000
Q3 2019

Oct 28, 2019
SELL
$163.68 - $167.08 $30,280 - $30,909
-185 Reduced 9.83%
1,697 $275,000
Q2 2019

Aug 06, 2019
SELL
N/A
-375 Reduced 16.61%
1,882 $306,000
Q4 2018

Jan 24, 2019
SELL
N/A
-91 Reduced 3.88%
2,257 $0
Q3 2018

Dec 06, 2018
SELL
N/A
-567 Reduced 19.45%
2,348 $380,000
Q2 2018

Sep 04, 2018
SELL
N/A
-2,519 Reduced 46.36%
2,915 $443,000
Q1 2018

Jul 13, 2018
BUY
N/A
5,434 New
5,434 $798,000

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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