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

Wealthstream Advisors, Inc.

$512 Million
Q1 2025

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 $1.23 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

3,797

Previous 3,797 -0.0%

Holding current value

$1.23 Million

Previous $1.22 Million 4.82%

% of portfolio

0.23%

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

1,498

Shares Held

96.1M

Call Options Held

66.9K

Put Options Held

199K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthstream Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealthstream Advisors, Inc. with notifications on news.

Account

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