Welch & Forbes LLC Ishares Tr Russell 1000 ETF Transaction History

Welch & Forbes LLC

  • $7.48 Billion
  • Q1 2025

A detailed history of Welch & Forbes LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Welch & Forbes LLC holds 8,164 shares of IWB stock, worth $2.65 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,164
Previous 8,354 2.27%
Holding current value
$2.65 Million
Previous $2.69 Million 6.95%
% of portfolio
0.03%
Previous 0.04%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$302.31 - $337.54 $57,438 - $64,132
-190 Reduced 2.27%
8,164 $2.5 Million
Q1 2024

May 02, 2024
SELL
$257.46 - $288.1 $45,055 - $50,417
-175 Reduced 2.05%
8,354 $2.41 Million
Q4 2023

Feb 06, 2024
SELL
$225.16 - $263.17 $73,177 - $85,530
-325 Reduced 3.67%
8,529 $2.24 Million
Q3 2023

Nov 02, 2023
BUY
$234.05 - $252.17 $248,093 - $267,300
1,060 Added 13.6%
8,854 $2.08 Million
Q2 2023

Jul 28, 2023
BUY
$221.85 - $243.74 $351,410 - $386,084
1,584 Added 25.51%
7,794 $1.9 Million
Q1 2023

Apr 14, 2023
SELL
$208.78 - $230.55 $46,975 - $51,873
-225 Reduced 3.5%
6,210 $1.4 Million
Q4 2022

Feb 02, 2023
SELL
$196.94 - $224.49 $98,470 - $112,245
-500 Reduced 7.21%
6,435 $1.35 Million
Q1 2022

Apr 25, 2022
SELL
$230.48 - $266.11 $94,496 - $109,105
-410 Reduced 5.58%
6,935 $1.73 Million
Q4 2021

Jan 19, 2022
BUY
$241.33 - $266.02 $237,710 - $262,029
985 Added 15.49%
7,345 $1.94 Million
Q3 2020

Oct 23, 2020
SELL
$172.79 - $199.44 $44,925 - $51,854
-260 Reduced 3.93%
6,360 $1.19 Million
Q3 2018

Oct 17, 2018
SELL
N/A
-100 Reduced 1.49%
6,620 $1.07 Million
Q2 2018

Jul 16, 2018
SELL
N/A
-130 Reduced 1.9%
6,720 $1.02 Million
Q1 2018

Apr 12, 2018
BUY
N/A
650 Added 10.48%
6,850 $1.01 Million
Q3 2017

Nov 13, 2017
BUY
N/A
6,200
6,200 $867,000

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

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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