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

Wellspring Financial Advisors, LLC

$957 Billion
Q4 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 1,267 shares of IWB stock, worth $392,529. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,267

Previous 1,263 0.32%

Holding current value

$392,529

Previous $397 Million 2.74%

% of portfolio

0.04%

Previous 0.05%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$311.11 - $335.64 $1,244 - $1,342	4 Added 0.32%	1,267 $408 Million
Q3 2024 Nov 13, 2024	BUY	$283.28 - $314.39 $849 - $943	3 Added 0.24%	1,263 $397 Million
Q2 2024 Aug 12, 2024	BUY	$272.21 - $298.72 $816 - $896	3 Added 0.24%	1,260 $375 Million
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	$196.94 - $224.49 $787 - $897	4 Added 0.39%	1,018 $214,000
Q3 2022 Nov 14, 2022	BUY	$197.33 - $237.63 $986 - $1,188	5 Added 0.5%	1,014 $200,000
Q1 2022 May 10, 2022	BUY	$230.48 - $266.11 $691 - $798	3 Added 0.3%	1,009 $252,000
Q4 2021 Jan 03, 2022	BUY	$241.33 - $266.02 $723 - $798	3 Added 0.3%	1,006 $266,000
Q3 2021 Nov 12, 2021	BUY	$239.32 - $255.42 $717 - $766	3 Added 0.3%	1,003 $242,000
Q2 2021 Aug 13, 2021	BUY	$226.48 - $242.11 $226,480 - $242,110	1,000 New	1,000 $242,000
Q1 2021 May 17, 2021	SELL	$208.89 - $225.24 $207,636 - $223,888	-994 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$182.85 - $211.84 $181,752 - $210,568	994 New	994 $211,000

Others Institutions Holding IWB

# of Institutions

1,473

Shares Held

98.2M

Call Options Held

79.9K

Put Options Held

306K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
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Wellspring Financial Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History