West Coast Financial LLC Ishares Tr Russell 1000 ETF Transaction History

West Coast Financial LLC

  • $824 Million
  • Q1 2024

A detailed history of West Coast Financial LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, West Coast Financial LLC holds 9,761 shares of IWB stock, worth $2.96 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
9,761
Previous 9,761 -0.0%
Holding current value
$2.96 Million
Previous $2.56 Million 9.85%
% of portfolio
0.34%
Previous 0.34%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 11, 2024
SELL
$225.16 - $263.17 $49,535 - $57,897
-220 Reduced 2.2%
9,761 $2.56 Million
Q2 2023

Aug 08, 2023
SELL
$221.85 - $243.74 $9,761 - $10,724
-44 Reduced 0.44%
9,981 $2.43 Million
Q1 2023

May 08, 2023
SELL
$208.78 - $230.55 $8,351 - $9,222
-40 Reduced 0.4%
10,025 $2.26 Million
Q3 2022

Oct 31, 2022
BUY
N/A
129 Added 1.3%
10,065 $1.99 Million
Q1 2022

Apr 20, 2022
SELL
N/A
-50 Reduced 0.5%
9,936 $2.49 Million
Q4 2021

Jan 19, 2022
SELL
N/A
-50 Reduced 0.5%
9,986 $2.64 Million
Q3 2021

Nov 03, 2021
SELL
N/A
-202 Reduced 1.97%
10,036 $2.43 Million
Q1 2021

May 10, 2021
SELL
N/A
-20 Reduced 0.19%
10,238 $2.29 Million
Q2 2020

Jul 13, 2020
SELL
N/A
-325 Reduced 3.07%
10,258 $1.76 Million
Q1 2020

Apr 21, 2020
SELL
N/A
-40 Reduced 0.38%
10,583 $1.5 Million
Q4 2019

Jan 17, 2020
BUY
N/A
71 Added 0.67%
10,623 $1.9 Million
Q4 2018

Jan 29, 2019
BUY
N/A
800 Added 8.2%
10,552 $1.46 Million
Q1 2018

Apr 17, 2018
SELL
N/A
-1,796 Reduced 15.55%
9,752 $1.43 Million
Q3 2017

Nov 02, 2017
BUY
N/A
11,548
11,548 $1.62 Million

Others Institutions Holding IWB

# of Institutions
1,295
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
Track This Portfolio

Track West Coast Financial LLC Portfolio

Follow West Coast Financial 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 West Coast Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Coast Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email