Vista Private Wealth Partners. LLC Ishares Tr Russell 1000 ETF Transaction History

Vista Private Wealth Partners. LLC

$276 Million
Q1 2025

A detailed history of Vista Private Wealth Partners. LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 3,214 shares of IWB stock, worth $1.05 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

3,214

Previous 3,206 0.25%

Holding current value

$1.05 Million

Previous $1.03 Million 4.55%

% of portfolio

0.36%

Previous 0.4%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$302.31 - $337.54 $2,418 - $2,700	8 Added 0.25%	3,214 $985,000
Q4 2024 Feb 03, 2025	BUY	$311.11 - $335.64 $3,111 - $3,356	10 Added 0.31%	3,206 $1.03 Million
Q3 2024 Dec 03, 2024	BUY	$283.28 - $314.39 $3,116 - $3,458	11 Added 0.35%	3,196 $1 Million
Q2 2024 Aug 05, 2024	BUY	$272.21 - $298.72 $2,449 - $2,688	9 Added 0.28%	3,185 $947,000
Q1 2024 May 13, 2024	SELL	$257.46 - $288.1 $65,137 - $72,889	-253 Reduced 7.38%	3,176 $914,000
Q4 2023 Feb 13, 2024	SELL	$225.16 - $263.17 $75,653 - $88,425	-336 Reduced 8.92%	3,429 $899,000
Q2 2023 Jul 17, 2023	BUY	$221.85 - $243.74 $2,218 - $2,437	10 Added 0.27%	3,765 $917,000
Q1 2023 May 09, 2023	SELL	$208.78 - $230.55 $60,546 - $66,859	-290 Reduced 7.17%	3,755 $845,000
Q4 2022 Jan 12, 2023	BUY	$196.94 - $224.49 $7,483 - $8,530	38 Added 0.95%	4,045 $0
Q3 2022 Oct 13, 2022	SELL	$197.33 - $237.63 $39,466 - $47,526	-200 Reduced 4.75%	4,007 $811,000
Q2 2022 Jul 13, 2022	BUY	$201.03 - $253.2 $2,613 - $3,291	13 Added 0.31%	4,207 $879,000
Q1 2022 Apr 13, 2022	SELL	$230.48 - $266.11 $84,816 - $97,928	-368 Reduced 8.07%	4,194 $1.05 Million
Q4 2021 Jan 19, 2022	BUY	$241.33 - $266.02 $2,413 - $2,660	10 Added 0.22%	4,562 $1.21 Million
Q2 2021 Jul 14, 2021	SELL	$226.48 - $242.11 $35,557 - $38,011	-157 Reduced 3.33%	4,552 $1.11 Million
Q1 2021 Apr 14, 2021	SELL	$208.89 - $225.24 $3,760 - $4,054	-18 Reduced 0.38%	4,709 $881,000
Q4 2020 Jan 20, 2021	BUY	$182.85 - $211.84 $3,291 - $3,813	18 Added 0.38%	4,727 $987,000
Q3 2020 Dec 22, 2020	BUY	$172.79 - $199.44 $3,283 - $3,789	19 Added 0.41%	4,709 $881,000
Q2 2020 Jul 15, 2020	SELL	$135.3 - $179.75 $38,831 - $51,588	-287 Reduced 5.77%	4,690 $805,000
Q4 2019 Jan 08, 2020	BUY	$159.7 - $178.97 $7,186 - $8,053	45 Added 0.91%	4,977 $896,000
Q2 2019 Aug 27, 2019	SELL	N/A	-33 Reduced 0.66%	4,932 $797,000
Q1 2019 Apr 18, 2019	BUY	N/A	20 Added 0.4%	4,965 $796,000
Q4 2018 Feb 14, 2019	SELL	N/A	-169 Reduced 3.3%	4,945 $745,000
Q3 2018 Nov 15, 2018	BUY	N/A	46 Added 0.91%	5,114 $776,000
Q1 2018 May 15, 2018	BUY	N/A	22 Added 0.44%	5,068 $772,000
Q4 2017 Feb 26, 2018	BUY	N/A	21 Added 0.42%	5,046 $762,000
Q3 2017 Dec 05, 2017	BUY	N/A	5,025	5,025 $724,000

Others Institutions Holding IWB

# of Institutions

1,498

Shares Held

96.1M

Call Options Held

66.9K

Put Options Held

199K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Vista Private Wealth Partners. LLC Ishares Tr Russell 1000 ETF Transaction History