Twin Peaks Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Twin Peaks Wealth Advisors, LLC

  • $293 Billion
  • Q3 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 653 shares of IWB stock, worth $240,225. This represents 0.08% of its overall portfolio holdings.

Number of Shares
653
Previous 648 0.77%
Holding current value
$240,225
Previous $229 Million 4.36%
% of portfolio
0.08%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$339.37 - $366.46 $1,696 - $1,832
5 Added 0.77%
653 $239 Million
Q2 2025

Aug 13, 2025
SELL
$272.36 - $339.57 $16,886 - $21,053
-62 Reduced 8.73%
648 $229 Million
Q1 2025

Apr 16, 2025
BUY
$302.31 - $337.54 $214,640 - $239,653
710 New
710 $209 Million

Others Institutions Holding IWB

# of Institutions
1,623
Shares Held
98.5M
Call Options Held
65.9K
Put Options Held
60.7K
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 Twin Peaks Wealth Advisors, LLC Portfolio

Follow Twin Peaks Wealth Advisors, LLC 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 Twin Peaks Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twin Peaks Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email