Palo Alto Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Palo Alto Wealth Advisors, LLC

$285 Billion
Q4 2024

A detailed history of Palo Alto Wealth Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 14,262 shares of IWB stock, worth $4.79 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares

14,262

Previous 14,550 1.98%

Holding current value

$4.79 Million

Previous $4.66 Billion 1.32%

% of portfolio

1.61%

Previous 1.93%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$311.11 - $335.64 $89,599 - $96,664	-288 Reduced 1.98%	14,262 $4.59 Billion
Q3 2024 Nov 06, 2024	SELL	$283.28 - $314.39 $28,327 - $31,439	-100 Reduced 0.68%	14,550 $4.66 Billion
Q2 2024 Aug 13, 2024	SELL	$272.21 - $298.72 $83,024 - $91,109	-305 Reduced 2.04%	14,650 $4.36 Billion
Q1 2024 Apr 30, 2024	SELL	$257.46 - $288.1 $150,614 - $168,538	-585 Reduced 3.76%	14,955 $4.31 Billion
Q4 2023 Feb 05, 2024	SELL	$225.16 - $263.17 $22,516 - $26,317	-100 Reduced 0.64%	15,540 $4.08 Billion
Q3 2023 Oct 30, 2023	SELL	$234.05 - $252.17 $80,513 - $86,746	-344 Reduced 2.15%	15,640 $3.69 Billion
Q2 2023 Aug 07, 2023	SELL	$221.85 - $243.74 $102,716 - $112,851	-463 Reduced 2.82%	15,984 $3.9 Billion
Q1 2023 Apr 18, 2023	SELL	$208.78 - $230.55 $307,950 - $340,061	-1,475 Reduced 8.23%	16,447 $3.7 Billion
Q4 2022 Feb 07, 2023	BUY	$196.94 - $224.49 $3.53 Million - $4.02 Million	17,922 New	17,922 $3.77 Billion

Others Institutions Holding IWB

# of Institutions

1,457

Shares Held

96.1M

Call Options Held

247K

Put Options Held

168K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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Palo Alto Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History