Twelve Points Wealth Management LLC Ishares Tr Russell 1000 ETF Transaction History

Twelve Points Wealth Management LLC

  • $337 Million
  • Q4 2024

A detailed history of Twelve Points Wealth Management LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Twelve Points Wealth Management LLC holds 643 shares of IWB stock, worth $196,134. This represents 0.06% of its overall portfolio holdings.

Number of Shares
643
Previous 783 17.88%
Holding current value
$196,134
Previous $246,000 15.85%
% of portfolio
0.06%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$311.11 - $335.64 $43,555 - $46,989
-140 Reduced 17.88%
643 $207,000
Q2 2024

Jul 12, 2024
SELL
$272.21 - $298.72 $36,203 - $39,729
-133 Reduced 14.52%
783 $232,000
Q1 2024

Apr 15, 2024
SELL
$257.46 - $288.1 $219,098 - $245,173
-851 Reduced 48.16%
916 $263,000
Q4 2023

Jan 12, 2024
BUY
$225.16 - $263.17 $149,731 - $175,008
665 Added 60.34%
1,767 $463,000
Q3 2023

Oct 18, 2023
BUY
$234.05 - $252.17 $257,923 - $277,891
1,102 New
1,102 $258,000

Others Institutions Holding IWB

# of Institutions
1,472
Shares Held
98.6M
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
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