Wetherby Asset Management Inc Ishares Tr Russell 1000 ETF Transaction History

Wetherby Asset Management Inc

  • $2.13 Billion
  • Q3 2024

A detailed history of Wetherby Asset Management Inc transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Wetherby Asset Management Inc holds 22,530 shares of IWB stock, worth $7.33 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
22,530
Previous 22,661 0.58%
Holding current value
$7.33 Million
Previous $6.74 Million 5.06%
% of portfolio
0.33%
Previous 0.32%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$283.28 - $314.39 $37,109 - $41,185
-131 Reduced 0.58%
22,530 $7.08 Million
Q1 2024

May 15, 2024
SELL
$257.46 - $288.1 $60,503 - $67,703
-235 Reduced 1.03%
22,661 $6.53 Million
Q4 2023

Feb 14, 2024
SELL
$225.16 - $263.17 $32,423 - $37,896
-144 Reduced 0.63%
22,896 $6 Million
Q3 2023

Nov 14, 2023
BUY
$234.05 - $252.17 $3.13 Million - $3.37 Million
13,367 Added 138.19%
23,040 $5.41 Million
Q2 2023

Aug 14, 2023
BUY
$221.85 - $243.74 $18,857 - $20,717
85 Added 0.89%
9,673 $2.36 Million
Q4 2022

Feb 14, 2023
SELL
$196.94 - $224.49 $195,758 - $223,143
-994 Reduced 9.39%
9,588 $2.02 Million
Q3 2022

Nov 14, 2022
BUY
$197.33 - $237.63 $20,719 - $24,951
105 Added 1.0%
10,582 $2.09 Million
Q2 2022

Aug 15, 2022
BUY
$201.03 - $253.2 $226,158 - $284,850
1,125 Added 12.03%
10,477 $2.18 Million
Q1 2022

May 16, 2022
SELL
$230.48 - $266.11 $40,334 - $46,569
-175 Reduced 1.84%
9,352 $2.34 Million
Q4 2021

Feb 14, 2022
BUY
$241.33 - $266.02 $14,238 - $15,695
59 Added 0.62%
9,527 $2.52 Million
Q2 2021

Aug 16, 2021
SELL
$226.48 - $242.11 $115,051 - $122,991
-508 Reduced 5.09%
9,468 $2.29 Million
Q1 2021

May 14, 2021
SELL
$208.89 - $225.24 $26,111 - $28,155
-125 Reduced 1.24%
9,976 $2.23 Million
Q4 2020

Feb 11, 2021
BUY
$182.85 - $211.84 $709,640 - $822,151
3,881 Added 62.4%
10,101 $2.14 Million
Q3 2020

Nov 13, 2020
SELL
$172.79 - $199.44 $173,481 - $200,237
-1,004 Reduced 13.9%
6,220 $1.16 Million
Q2 2020

Aug 14, 2020
SELL
$135.3 - $179.75 $21,377 - $28,400
-158 Reduced 2.14%
7,224 $1.24 Million
Q1 2020

May 06, 2020
BUY
$122.99 - $188.06 $60,757 - $92,901
494 Added 7.17%
7,382 $1.05 Million
Q4 2018

Jan 30, 2019
SELL
N/A
-185 Reduced 2.62%
6,888 $955,000
Q3 2017

Nov 13, 2017
BUY
N/A
7,073
7,073 $989,000

Others Institutions Holding IWB

# of Institutions
1,372
Shares Held
93.1M
Call Options Held
221K
Put Options Held
52.5K
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 Wetherby Asset Management Inc Portfolio

Follow Wetherby Asset Management Inc 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 Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email