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

Twelve Points Wealth Management LLC

  • $307 Million
  • Q3 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 783 shares of IWB stock, worth $259,713. This represents 0.08% of its overall portfolio holdings.

Number of Shares
783
Previous 783 -0.0%
Holding current value
$259,713
Previous $232,000 6.03%
% of portfolio
0.08%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,373
Shares Held
93.2M
Call Options Held
221K
Put Options Held
52.5K
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 Twelve Points Wealth Management LLC Portfolio

Follow Twelve Points Wealth Management 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 Twelve Points Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twelve Points Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email