Wealth Trust Asset Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Wealth Trust Asset Management, LLC

  • $137 Million
  • Q4 2024

A detailed history of Wealth Trust Asset Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Wealth Trust Asset Management, LLC holds 7,117 shares of IWB stock, worth $2.32 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares
7,117
Previous 4,867 46.23%
Holding current value
$2.32 Million
Previous $1.53 Million 49.8%
% of portfolio
1.68%
Previous 1.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$311.11 - $335.64 $699,997 - $755,190
2,250 Added 46.23%
7,117 $2.29 Million
Q3 2024

Nov 12, 2024
BUY
$283.28 - $314.39 $453,531 - $503,338
1,601 Added 49.02%
4,867 $1.53 Million
Q2 2024

Aug 12, 2024
BUY
$272.21 - $298.72 $889,037 - $975,619
3,266 New
3,266 $971,000

Others Institutions Holding IWB

# of Institutions
1,468
Shares Held
98.1M
Call Options Held
79.9K
Put Options Held
306K
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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