Vista Wealth Management Group, LLC Ishares Tr Russell 1000 ETF Transaction History

Vista Wealth Management Group, LLC

$1.47 Billion
Q1 2025

A detailed history of Vista Wealth Management Group, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 4,991 shares of IWB stock, worth $1.75 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,991

Previous 4,991 -0.0%

Holding current value

$1.75 Million

Previous $1.61 Million 5.29%

% of portfolio

0.1%

Previous 0.11%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	SELL	$225.16 - $263.17 $9,006 - $10,526	-40 Reduced 0.8%	4,991 $1.31 Million
Q3 2023 Nov 14, 2023	SELL	$234.05 - $252.17 $19,894 - $21,434	-85 Reduced 1.66%	5,031 $1.18 Million
Q2 2023 Aug 02, 2023	SELL	$221.85 - $243.74 $19,300 - $21,205	-87 Reduced 1.67%	5,116 $1.25 Million
Q1 2023 May 04, 2023	SELL	$208.78 - $230.55 $23,800 - $26,282	-114 Reduced 2.14%	5,203 $1.17 Million
Q3 2022 Oct 25, 2022	SELL	$197.33 - $237.63 $9,274 - $11,168	-47 Reduced 0.88%	5,317 $1.11 Million
Q2 2022 Jul 14, 2022	SELL	$201.03 - $253.2 $8,242 - $10,381	-41 Reduced 0.76%	5,364 $1.12 Million
Q1 2022 May 04, 2022	SELL	$230.48 - $266.11 $20,973 - $24,216	-91 Reduced 1.66%	5,405 $1.35 Million
Q4 2021 Jan 19, 2022	SELL	$241.33 - $266.02 $6,757 - $7,448	-28 Reduced 0.51%	5,496 $1.45 Million
Q3 2021 Nov 02, 2021	SELL	$239.32 - $255.42 $33,983 - $36,269	-142 Reduced 2.51%	5,524 $1.34 Million
Q2 2020 Jul 14, 2020	SELL	$135.3 - $179.75 $126,776 - $168,425	-937 Reduced 14.19%	5,666 $973,000
Q1 2020 May 01, 2020	BUY	$122.99 - $188.06 $5,780 - $8,838	47 Added 0.72%	6,603 $935,000
Q4 2019 Feb 03, 2020	BUY	$159.7 - $178.97 $1.05 Million - $1.17 Million	6,556 New	6,556 $1.17 Million

Others Institutions Holding IWB

# of Institutions

1,553

Shares Held

97.6M

Call Options Held

66.9K

Put Options Held

199K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Vista Wealth Management Group, LLC Ishares Tr Russell 1000 ETF Transaction History