Wealthquest Corp Ishares Tr Russell 1000 ETF Transaction History

Wealthquest Corp

  • $1.04 Billion
  • Q2 2025

A detailed history of Wealthquest Corp transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Wealthquest Corp holds 3,206 shares of IWB stock, worth $1.17 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,206
Previous 3,206 -0.0%
Holding current value
$1.17 Million
Previous $983,000 10.68%
% of portfolio
0.1%
Previous 0.1%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$302.31 - $337.54 $969,205 - $1.08 Million
3,206 New
3,206 $983,000
Q2 2023

Aug 14, 2023
SELL
$221.85 - $243.74 $1,774 - $1,949
-8 Reduced 0.25%
3,206 $781,000
Q4 2021

Feb 14, 2022
SELL
$241.33 - $266.02 $59,849 - $65,972
-248 Reduced 7.16%
3,214 $849,000
Q3 2021

Nov 15, 2021
SELL
$239.32 - $255.42 $4,547 - $4,852
-19 Reduced 0.55%
3,462 $836,000
Q2 2021

Aug 10, 2021
SELL
$226.48 - $242.11 $23,780 - $25,421
-105 Reduced 2.93%
3,481 $842,000
Q1 2021

May 13, 2021
SELL
$208.89 - $225.24 $20,889 - $22,524
-100 Reduced 2.71%
3,586 $802,000
Q4 2020

Feb 09, 2021
SELL
$182.85 - $211.84 $27,061 - $31,352
-148 Reduced 3.86%
3,686 $780,000
Q3 2020

Nov 12, 2020
SELL
$172.79 - $199.44 $8,293 - $9,573
-48 Reduced 1.24%
3,834 $717,000
Q2 2020

Aug 11, 2020
SELL
$135.3 - $179.75 $122,987 - $163,392
-909 Reduced 18.97%
3,882 $666,000
Q4 2019

Feb 18, 2020
BUY
$159.7 - $178.97 $143,570 - $160,894
899 Added 23.1%
4,791 $854,000
Q3 2019

Oct 18, 2019
BUY
$163.68 - $167.08 $19,805 - $20,216
121 Added 3.21%
3,892 $640,000
Q4 2018

Jan 23, 2019
BUY
N/A
3,771 New
3,771 $523,000

Others Institutions Holding IWB

# of Institutions
1,576
Shares Held
96.1M
Call Options Held
64.2K
Put Options Held
52.9K
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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