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

Wealth Trust Asset Management, LLC

  • $130 Million
  • Q2 2025

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 15,737 shares of IWB stock, worth $5.5 Million. This represents 4.12% of its overall portfolio holdings.

Number of Shares
15,737
Previous 9,706 62.14%
Holding current value
$5.5 Million
Previous $2.98 Million 79.48%
% of portfolio
4.12%
Previous 2.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$272.36 - $339.57 $1.64 Million - $2.05 Million
6,031 Added 62.14%
15,737 $5.34 Million
Q1 2025

May 01, 2025
BUY
$302.31 - $337.54 $782,680 - $873,891
2,589 Added 36.38%
9,706 $2.98 Million
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
1,538
Shares Held
97.2M
Call Options Held
66.9K
Put Options Held
199K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Wealth Trust Asset Management, LLC Portfolio

Follow Wealth Trust Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Trust Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Trust Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email