A detailed history of Wagner Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 3,045 shares of IWB stock, worth $1 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
3,045
Previous 3,059 0.46%
Holding current value
$1 Million
Previous $910,000 5.16%
% of portfolio
0.34%
Previous 0.35%

Shares

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

Oct 10, 2024

SELL
$283.28 - $314.39 $3,965 - $4,401
-14 Reduced 0.46%
3,045 $957,000
Q2 2024

Jul 18, 2024

BUY
$272.21 - $298.72 $3,810 - $4,182
14 Added 0.46%
3,059 $910,000
Q3 2022

Nov 14, 2022

SELL
$197.33 - $237.63 $167,927 - $202,223
-851 Reduced 21.84%
3,045 $601,000
Q2 2022

Aug 11, 2022

SELL
$201.03 - $253.2 $783,212 - $986,467
-3,896 Reduced 50.0%
3,896 $809,000
Q1 2022

May 16, 2022

BUY
$230.48 - $266.11 $897,950 - $1.04 Million
3,896 Added 100.0%
7,792 $1.95 Million
Q1 2021

May 17, 2021

SELL
$208.89 - $225.24 $12,533 - $13,514
-60 Reduced 1.52%
3,896 $872,000
Q4 2020

Feb 09, 2021

SELL
$182.85 - $211.84 $57,597 - $66,729
-315 Reduced 7.38%
3,956 $838,000
Q2 2018

Aug 01, 2018

BUY
N/A
891 Added 26.36%
4,271 $649,000
Q1 2018

May 10, 2018

SELL
N/A
-100 Reduced 2.87%
3,380 $496,000
Q4 2017

Feb 22, 2018

BUY
N/A
3,480
3,480 $535,000

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Wagner Wealth Management, LLC Portfolio

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

News

Stay updated on Wagner Wealth Management, LLC with notifications on news.