Wellspring Financial Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Wellspring Financial Advisors, LLC

  • $633 Billion
  • Q1 2024

A detailed history of Wellspring Financial Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 1,257 shares of IWB stock, worth $374,007. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,257
Previous 1,033 21.68%
Holding current value
$374,007
Previous $271 Million 33.65%
% of portfolio
0.06%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
BUY
$257.46 - $288.1 $57,671 - $64,534
224 Added 21.68%
1,257 $362 Million
Q4 2023

Feb 13, 2024
BUY
$225.16 - $263.17 $1,801 - $2,105
8 Added 0.78%
1,033 $271 Million
Q2 2023

Aug 11, 2023
BUY
$221.85 - $243.74 $665 - $731
3 Added 0.29%
1,025 $250 Million
Q1 2023

May 12, 2023
BUY
$208.78 - $230.55 $835 - $922
4 Added 0.39%
1,022 $230 Million
Q4 2022

Feb 13, 2023
BUY
$205.85 - $224.49 $823 - $897
4 Added 0.39%
1,018 $214,000
Q3 2022

Nov 14, 2022
BUY
N/A
5 Added 0.5%
1,014 $200,000
Q1 2022

May 10, 2022
BUY
N/A
3 Added 0.3%
1,009 $252,000
Q4 2021

Jan 03, 2022
BUY
N/A
3 Added 0.3%
1,006 $266,000
Q3 2021

Nov 12, 2021
BUY
N/A
3 Added 0.3%
1,003 $242,000
Q2 2021

Aug 13, 2021
BUY
N/A
1,000 New
1,000 $242,000
Q1 2021

May 17, 2021
SELL
N/A
-994 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
N/A
994 New
994 $211,000

Others Institutions Holding IWB

# of Institutions
1,294
Shares Held
95.6M
Call Options Held
61.3K
Put Options Held
158K
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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