Talisman Wealth Advisors LLC Ishares Tr Russell 1000 ETF Transaction History

Talisman Wealth Advisors LLC

  • $86.2 Million
  • Q2 2024

A detailed history of Talisman Wealth Advisors LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 5,204 shares of IWB stock, worth $1.65 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares
5,204
Previous 5,211 0.13%
Holding current value
$1.65 Million
Previous $1.5 Million 3.2%
% of portfolio
1.8%
Previous 1.89%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$272.21 - $298.72 $1,905 - $2,091
-7 Reduced 0.13%
5,204 $1.55 Million
Q1 2024

May 15, 2024
BUY
$257.46 - $288.1 $1,029 - $1,152
4 Added 0.08%
5,211 $1.5 Million
Q4 2023

Feb 13, 2024
SELL
$225.16 - $263.17 $4,278 - $5,000
-19 Reduced 0.36%
5,207 $1.37 Million
Q2 2023

Aug 10, 2023
BUY
$221.85 - $243.74 $799,547 - $878,438
3,604 Added 222.19%
5,226 $1.27 Million
Q1 2023

May 11, 2023
BUY
$208.78 - $230.55 $1,252 - $1,383
6 Added 0.37%
1,622 $365,000
Q4 2022

Feb 15, 2023
BUY
$196.94 - $224.49 $318,255 - $362,775
1,616 New
1,616 $340,000

Others Institutions Holding IWB

# of Institutions
1,353
Shares Held
92.9M
Call Options Held
56.9K
Put Options Held
46K
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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