U.S. Capital Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

U.S. Capital Wealth Advisors, LLC

  • $2.65 Billion
  • Q3 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 1,645 shares of IWB stock, worth $541,040. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,645
Previous 1,557 5.65%
Holding current value
$541,040
Previous $463,000 11.66%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
$283.28 - $314.39 $24,928 - $27,666
88 Added 5.65%
1,645 $517,000
Q1 2024

May 10, 2024
SELL
$257.46 - $288.1 $15,705 - $17,574
-61 Reduced 3.77%
1,557 $448,000
Q4 2023

Feb 06, 2024
SELL
$225.16 - $263.17 $94,342 - $110,268
-419 Reduced 20.57%
1,618 $424,000
Q3 2023

Oct 19, 2023
SELL
$234.05 - $252.17 $109,067 - $117,511
-466 Reduced 18.62%
2,037 $478,000
Q2 2023

Aug 04, 2023
SELL
$221.85 - $243.74 $5,102 - $5,606
-23 Reduced 0.91%
2,503 $610,000
Q1 2023

May 11, 2023
BUY
$208.78 - $230.55 $20,460 - $22,593
98 Added 4.04%
2,526 $568,000
Q4 2022

Feb 03, 2023
SELL
$196.94 - $224.49 $4,726 - $5,387
-24 Reduced 0.98%
2,428 $511,000
Q3 2022

Nov 01, 2022
SELL
$197.33 - $237.63 $10,261 - $12,356
-52 Reduced 2.08%
2,452 $484,000
Q2 2022

Aug 12, 2022
BUY
$201.03 - $253.2 $74,984 - $94,443
373 Added 17.5%
2,504 $520,000
Q1 2022

May 12, 2022
BUY
$230.48 - $266.11 $38,490 - $44,440
167 Added 8.5%
2,131 $533,000
Q4 2021

Jan 21, 2022
BUY
$241.33 - $266.02 $473,972 - $522,463
1,964 New
1,964 $519,000

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
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