Willow Creek Wealth Management Inc. Ishares Tr Russell 1000 ETF Transaction History

Willow Creek Wealth Management Inc.

$1.06 Billion
Q2 2025

A detailed history of Willow Creek Wealth Management Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 1,177 shares of IWB stock, worth $412,126. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,177

Previous 1,177 -0.0%

Holding current value

$412,126

Previous $361,000 10.53%

% of portfolio

0.04%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Jul 16, 2025	SELL	$302.31 - $337.54 $12,697 - $14,176	-42 Reduced 3.45%	1,177 $361,000
Q4 2024 Feb 14, 2025	BUY	$311.11 - $335.64 $9,022 - $9,733	29 Added 2.44%	1,219 $392,000
Q3 2024 Jul 25, 2025	BUY	$283.28 - $314.39 $37,109 - $41,185	131 Added 12.04%	1,219 $383,000
Q2 2024 Jul 25, 2025	SELL	$272.21 - $298.72 $24,226 - $26,586	-89 Reduced 7.56%	1,088 $323,000
Q1 2024 Jul 25, 2025	BUY	$257.46 - $288.1 $3,346 - $3,745	13 Added 1.1%	1,190 $342,000
Q2 2023 Aug 28, 2023	SELL	$221.85 - $243.74 $11,314 - $12,430	-51 Reduced 4.11%	1,190 $290,000
Q1 2022 May 02, 2022	SELL	$230.48 - $266.11 $3,687 - $4,257	-16 Reduced 1.27%	1,241 $310,000
Q2 2021 Nov 16, 2021	SELL	$226.48 - $242.11 $14,721 - $15,737	-65 Reduced 4.92%	1,257 $304,000
Q1 2021 May 17, 2021	SELL	$208.89 - $225.24 $12,324 - $13,289	-59 Reduced 4.27%	1,322 $296,000
Q4 2020 Feb 23, 2021	BUY	$182.85 - $211.84 $252,515 - $292,551	1,381 New	1,381 $293,000

Others Institutions Holding IWB

# of Institutions

1,528

Shares Held

98M

Call Options Held

66.9K

Put Options Held

199K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Willow Creek Wealth Management Inc. Ishares Tr Russell 1000 ETF Transaction History