Tower View Investment Management & Research LLC Ishares Tr Russell 1000 ETF Transaction History

Tower View Investment Management & Research LLC

$166 Million
Q1 2025

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 28, 2021	SELL	$226.48 - $242.11 $22,648 - $24,211	-100 Closed	0 $0
Q2 2020 Aug 03, 2020	SELL	$135.3 - $179.75 $12,582 - $16,716	-93 Reduced 48.19%	100 $17,000
Q4 2019 Jan 13, 2020	BUY	$159.7 - $178.97 $159 - $178	1 Added 0.52%	193 $34,000
Q3 2018 Oct 12, 2018	BUY	N/A	192 New	192 $31,000

Others Institutions Holding IWB

# of Institutions

1,477

Shares Held

97.6M

Call Options Held

79.9K

Put Options Held

306K

Jones Financial Companies Lllp

9.74M
Shares

$2.95 Billion
2.99% of portfolio
Envestnet Asset Management Inc

4.68M
Shares

$1.42 Billion
0.5% of portfolio
Bank Of America Corp Charlotte, NC

4.09M
Shares

$1.24 Billion
0.11% of portfolio
M&T Bank Corp

3.08M
Shares

$932 Million
0.43% of portfolio
Northern Trust Corp Chicago, IL

2.68M
Shares

$811 Million
0.13% of portfolio

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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