Surevest, LLC Ishares Tr Russell 1000 ETF Transaction History

Surevest, LLC

  • $368 Million
  • Q3 2022

A detailed history of Surevest, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Surevest, LLC holds 746 shares of IWB stock, worth $229,029. This represents 0.04% of its overall portfolio holdings.

Number of Shares
746
Previous 746 -0.0%
Holding current value
$229,029
Previous $155,000 5.16%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 15, 2022
BUY
$201.03 - $253.2 $46,839 - $58,995
233 Added 45.42%
746 $155,000
Q4 2021

Feb 11, 2022
BUY
$241.33 - $266.02 $123,802 - $136,468
513 New
513 $136,000
Q1 2019

Apr 09, 2019
SELL
N/A
-2,060 Closed
0 $0
Q4 2018

Feb 20, 2019
BUY
N/A
2,060 New
2,060 $286,000

Others Institutions Holding IWB

# of Institutions
1,472
Shares Held
98.2M
Call Options Held
79.9K
Put Options Held
306K
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 Surevest, LLC Portfolio

Follow Surevest, 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 Surevest, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Surevest, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email