Tradition Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Tradition Wealth Management, LLC

$1.06 Billion
Q4 2024

A detailed history of Tradition Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 2,519 shares of IWB stock, worth $780,260. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,519

Previous 2,608 3.41%

Holding current value

$780,260

Previous $819,000 0.98%

% of portfolio

0.08%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$311.11 - $335.64 $27,688 - $29,871	-89 Reduced 3.41%	2,519 $811,000
Q2 2024 Aug 12, 2024	BUY	$272.21 - $298.72 $366,122 - $401,778	1,345 Added 106.49%	2,608 $775,000
Q1 2024 May 13, 2024	BUY	$257.46 - $288.1 $325,171 - $363,870	1,263 New	1,263 $363,000
Q2 2022 Aug 02, 2022	SELL	$201.03 - $253.2 $257,318 - $324,096	-1,280 Closed	0 $0
Q3 2021 Nov 12, 2021	SELL	$239.32 - $255.42 $45,470 - $48,529	-190 Reduced 12.93%	1,280 $309,000
Q2 2021 Aug 09, 2021	SELL	$226.48 - $242.11 $20,383 - $21,789	-90 Reduced 5.77%	1,470 $356,000
Q1 2021 May 14, 2021	SELL	$208.89 - $225.24 $62,666 - $67,572	-300 Reduced 16.13%	1,560 $349,000
Q4 2020 Feb 16, 2021	BUY	$182.85 - $211.84 $340,101 - $394,022	1,860 New	1,860 $394,000

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

Ticker IWB
Sector ETFs
Industry ETFs

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Tradition Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History