Westshore Wealth, LLC Ishares Tr Russell 1000 ETF Transaction History

Westshore Wealth, LLC

  • $216 Million
  • Q4 2023

A detailed history of Westshore Wealth, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Westshore Wealth, LLC holds 6,129 shares of IWB stock, worth $1.84 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
6,129
Previous 6,579 6.84%
Holding current value
$1.84 Million
Previous $1.55 Million 4.01%
% of portfolio
0.74%
Previous 0.86%

Shares

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

Feb 15, 2024
SELL
$225.16 - $263.17 $101,322 - $118,426
-450 Reduced 6.84%
6,129 $1.61 Million
Q3 2023

Feb 15, 2024
SELL
$234.05 - $252.17 $317,371 - $341,942
-1,356 Reduced 17.09%
6,579 $1.55 Million
Q2 2023

Sep 05, 2023
SELL
$221.85 - $243.74 $246,253 - $270,551
-1,110 Reduced 12.27%
7,935 $1.93 Million
Q1 2023

May 12, 2023
SELL
$208.78 - $230.55 $172,661 - $190,664
-827 Reduced 8.38%
9,045 $2.04 Million
Q4 2022

Feb 14, 2023
BUY
$205.85 - $224.49 $2.03 Million - $2.22 Million
9,872 New
9,872 $2.08 Million
Q3 2021

Nov 16, 2021
SELL
N/A
-926 Closed
0 $0
Q2 2021

Aug 19, 2021
SELL
N/A
-12 Reduced 1.28%
926 $224,000
Q1 2021

May 14, 2021
BUY
N/A
938 New
938 $210,000

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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