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

Wealthstream Advisors, Inc.

$519 Million
Q4 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 $1.16 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

3,797

Previous 3,797 -0.0%

Holding current value

$1.16 Million

Previous $1.19 Million 2.51%

% of portfolio

0.24%

Previous 0.24%

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	$196.94 - $224.49 $43,523 - $49,612	-221 Reduced 5.44%	3,843 $809,000
Q3 2022 Oct 28, 2022	BUY	$197.33 - $237.63 $394 - $475	2 Added 0.05%	4,064 $802,000
Q2 2022 Aug 05, 2022	BUY	$201.03 - $253.2 $201 - $253	1 Added 0.02%	4,062 $844,000
Q1 2022 May 10, 2022	BUY	$230.48 - $266.11 $460 - $532	2 Added 0.05%	4,061 $1.02 Million
Q4 2021 Feb 09, 2022	BUY	$241.33 - $266.02 $979,558 - $1.08 Million	4,059 New	4,059 $1.07 Million

Others Institutions Holding IWB

# of Institutions

1,479

Shares Held

98.5M

Call Options Held

79.9K

Put Options Held

306K

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