York Bridge Wealth Partners, LLC Ishares Tr Russell 1000 ETF Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 3,379 shares of IWB stock, worth $1.01 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

3,379

Previous 3,379 -0.0%

Holding current value

$1.01 Million

Previous $667,000 6.6%

% of portfolio

0.18%

Previous 0.17%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 15, 2022	BUY	N/A	5 Added 0.15%	3,379 $702,000
Q3 2021 Oct 22, 2021	BUY	N/A	3 Added 0.09%	3,374 $816,000
Q4 2020 Jan 19, 2021	BUY	N/A	516 Added 18.07%	3,371 $714,000
Q3 2020 Oct 19, 2020	BUY	N/A	30 Added 1.06%	2,855 $534,000
Q2 2020 Jul 20, 2020	BUY	N/A	40 Added 1.44%	2,825 $485,000

Q1 2020 Apr 16, 2020	BUY	N/A	21 Added 0.76%	2,785 $394,000
Q1 2019 May 09, 2019	SELL	N/A	-1,356 Reduced 32.91%	2,764 $435,000
Q4 2018 Feb 14, 2019	BUY	N/A	1,243 Added 43.2%	4,120 $571,000
Q3 2018 Nov 14, 2018	SELL	N/A	-5 Reduced 0.17%	2,877 $467,000
Q3 2017 Oct 27, 2017	SELL	N/A	-125 Reduced 4.16%	2,882 $403,000
Q2 2017 Aug 14, 2017	BUY	N/A	3,007	3,007 $408,000

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

Ticker IWB
Sector ETFs
Industry ETFs

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York Bridge Wealth Partners, LLC Ishares Tr Russell 1000 ETF Transaction History