Wealthstream Advisors, Inc. Ishares Tr Russell 1000 ETF Transaction History

Wealthstream Advisors, Inc.

$255 Million
Q1 2024

A detailed history of Wealthstream Advisors, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 3,797 shares of IWB stock, worth $1.15 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

3,797

Previous 3,805 0.21%

Holding current value

$1.15 Million

Previous $997,000 9.63%

% of portfolio

0.43%

Previous 0.42%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$257.46 - $288.1 $2,059 - $2,304	-8 Reduced 0.21%	3,797 $1.09 Million
Q4 2023 Feb 12, 2024	BUY	$225.16 - $263.17 $450 - $526	2 Added 0.05%	3,805 $997,000
Q3 2023 Nov 06, 2023	SELL	$234.05 - $252.17 $9,596 - $10,338	-41 Reduced 1.07%	3,803 $893,000
Q2 2023 Aug 02, 2023	BUY	$221.85 - $243.74 $221 - $243	1 Added 0.03%	3,844 $936,000
Q4 2022 Feb 02, 2023	SELL	$205.85 - $224.49 $45,492 - $49,612	-221 Reduced 5.44%	3,843 $809,000

Q3 2022 Oct 28, 2022	BUY	N/A	2 Added 0.05%	4,064 $802,000
Q2 2022 Aug 05, 2022	BUY	N/A	1 Added 0.02%	4,062 $844,000
Q1 2022 May 10, 2022	BUY	N/A	2 Added 0.05%	4,061 $1.02 Million
Q4 2021 Feb 09, 2022	BUY	N/A	4,059 New	4,059 $1.07 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

Ticker IWB
Sector ETFs
Industry ETFs

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Wealthstream Advisors, Inc. Ishares Tr Russell 1000 ETF Transaction History