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

Wealth Trust Asset Management, LLC

$139 Million
Q3 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 14,808 shares of IWB stock, worth $5.45 Million. This represents 3.9% of its overall portfolio holdings.

Number of Shares

14,808

Previous 15,737 5.9%

Holding current value

$5.45 Million

Previous $5.34 Million 1.29%

% of portfolio

3.9%

Previous 4.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$339.37 - $366.46 $315,274 - $340,441	-929 Reduced 5.9%	14,808 $5.41 Million
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

1,615

Shares Held

98.3M

Call Options Held

65.9K

Put Options Held

60.7K

View Full List

About ISHARES TR RUSSELL 1000 ETF

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