Wealthspire Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 95,869 shares of IWB stock, worth $30.9 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
95,869
Previous 38,799 147.09%
Holding current value
$30.9 Million
Previous $11.5 Million 161.09%
% of portfolio
0.31%
Previous 0.15%

Shares

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

Nov 13, 2024
BUY
$283.28 - $314.39 $16.2 Million - $17.9 Million
57,070 Added 147.09%
95,869 $30.1 Million
Q2 2024

Aug 08, 2024
SELL
$272.21 - $298.72 $577,901 - $634,182
-2,123 Reduced 5.19%
38,799 $11.5 Million
Q1 2024

May 06, 2024
SELL
$257.46 - $288.1 $30,122 - $33,707
-117 Reduced 0.29%
40,922 $11.8 Million
Q4 2023

Feb 06, 2024
SELL
$225.16 - $263.17 $435,009 - $508,444
-1,932 Reduced 4.5%
41,039 $10.8 Million
Q3 2023

Nov 06, 2023
BUY
$234.05 - $252.17 $23,873 - $25,721
102 Added 0.24%
42,971 $10.1 Million
Q2 2023

Jul 31, 2023
SELL
$221.85 - $243.74 $414,193 - $455,062
-1,867 Reduced 4.17%
42,869 $10.4 Million
Q1 2023

May 09, 2023
SELL
$208.78 - $230.55 $27,976 - $30,893
-134 Reduced 0.3%
44,736 $10.1 Million
Q4 2022

Feb 13, 2023
SELL
$196.94 - $224.49 $539,812 - $615,327
-2,741 Reduced 5.76%
44,870 $9.45 Million
Q3 2022

Nov 14, 2022
BUY
$197.33 - $237.63 $3.94 Million - $4.75 Million
19,979 Added 72.3%
47,611 $9.4 Million
Q2 2022

Aug 09, 2022
BUY
$201.03 - $253.2 $12,865 - $16,204
64 Added 0.23%
27,632 $5.74 Million
Q1 2022

May 09, 2022
BUY
$230.48 - $266.11 $1.77 Million - $2.05 Million
7,691 Added 38.69%
27,568 $6.89 Million
Q4 2021

Feb 14, 2022
SELL
$241.33 - $266.02 $168,931 - $186,214
-700 Reduced 3.4%
19,877 $5.26 Million
Q3 2021

Nov 15, 2021
SELL
$239.32 - $255.42 $1.03 Million - $1.1 Million
-4,301 Reduced 17.29%
20,577 $4.97 Million
Q2 2021

Aug 13, 2021
SELL
$226.48 - $242.11 $661,548 - $707,203
-2,921 Reduced 10.51%
24,878 $6.02 Million
Q1 2021

May 17, 2021
BUY
$208.89 - $225.24 $424,882 - $458,138
2,034 Added 7.89%
27,799 $6.22 Million
Q4 2020

Feb 16, 2021
BUY
$182.85 - $211.84 $4.71 Million - $5.46 Million
25,765 New
25,765 $5.46 Million
Q2 2020

Aug 14, 2020
SELL
$135.3 - $179.75 $2.51 Million - $3.33 Million
-18,527 Closed
0 $0
Q1 2020

May 12, 2020
BUY
$122.99 - $188.06 $2.28 Million - $3.48 Million
18,527 New
18,527 $2.62 Million

Others Institutions Holding IWB

# of Institutions
1,372
Shares Held
93.1M
Call Options Held
221K
Put Options Held
52.5K
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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