Wealthsource Partners, LLC Ishares Tr Russell 1000 ETF Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Wealthsource Partners, LLC holds 32,945 shares of IWB stock, worth $9.99 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
32,945
Previous 21,793 51.17%
Holding current value
$9.99 Million
Previous $5.12 Million 68.78%
% of portfolio
0.57%
Previous 0.35%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
BUY
$225.16 - $263.17 $2.51 Million - $2.93 Million
11,152 Added 51.17%
32,945 $8.64 Million
Q3 2023

Nov 09, 2023
BUY
$234.05 - $252.17 $477,227 - $514,174
2,039 Added 10.32%
21,793 $5.12 Million
Q2 2023

Aug 14, 2023
SELL
$221.85 - $243.74 $39,933 - $43,873
-180 Reduced 0.9%
19,754 $4.81 Million
Q1 2023

May 15, 2023
BUY
$208.78 - $230.55 $287,281 - $317,236
1,376 Added 7.41%
19,934 $4.49 Million
Q4 2022

Feb 09, 2023
SELL
$205.85 - $224.49 $608,904 - $664,041
-2,958 Reduced 13.75%
18,558 $3.91 Million
Q3 2022

Nov 14, 2022
BUY
N/A
4,721 Added 28.11%
21,516 $4.25 Million
Q2 2022

Aug 10, 2022
BUY
N/A
11,307 Added 206.03%
16,795 $3.49 Million
Q1 2022

May 09, 2022
BUY
N/A
513 Added 10.31%
5,488 $1.37 Million
Q3 2021

Nov 18, 2021
SELL
N/A
-238 Reduced 4.57%
4,975 $1.2 Million
Q2 2021

Nov 18, 2021
BUY
N/A
5,213 New
5,213 $1.26 Million

Others Institutions Holding IWB

# of Institutions
1,295
Shares Held
95.6M
Call Options Held
61.3K
Put Options Held
158K
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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