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

Tradition Wealth Management, LLC

$1.06 Billion
Q3 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 2,608 shares of IWB stock, worth $857,771. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,608

Previous 2,608 -0.0%

Holding current value

$857,771

Previous $775,000 5.68%

% of portfolio

0.08%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,373

Shares Held

93.2M

Call Options Held

221K

Put Options Held

52.5K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tradition Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tradition Wealth Management, LLC with notifications on news.

Account

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