New Wave Wealth Advisors LLC Ishares Tr Russell 1000 ETF Transaction History

New Wave Wealth Advisors LLC

$273 Billion
Q4 2025

A detailed history of New Wave Wealth Advisors LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 10,360 shares of IWB stock, worth $3.81 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

10,360

Previous 7,810 32.65%

Holding current value

$3.81 Million

Previous $2.85 Billion 35.54%

% of portfolio

1.42%

Previous 1.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	BUY	$358.39 - $376.54 $913,894 - $960,177	2,550 Added 32.65%	10,360 $3.87 Billion
Q3 2025 Oct 30, 2025	BUY	$339.37 - $366.46 $161,540 - $174,434	476 Added 6.49%	7,810 $2.85 Billion
Q2 2025 Jul 18, 2025	BUY	$272.36 - $339.57 $714,672 - $891,031	2,624 Added 55.71%	7,334 $2.49 Billion
Q1 2025 Apr 25, 2025	BUY	$302.31 - $337.54 $834,073 - $931,272	2,759 Added 141.41%	4,710 $1.44 Billion
Q4 2024 Jan 23, 2025	BUY	$311.11 - $335.64 $15,866 - $17,117	51 Added 2.68%	1,951 $629 Million

Q3 2024 Oct 23, 2024	BUY	$283.28 - $314.39 $44,191 - $49,044	156 Added 8.94%	1,900 $597 Million
Q2 2024 Aug 27, 2024	BUY	$272.21 - $298.72 $474,734 - $520,967	1,744 New	1,744 $519 Million

Others Institutions Holding IWB

# of Institutions

1,632

Shares Held

98.6M

Call Options Held

65.9K

Put Options Held

60.7K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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New Wave Wealth Advisors LLC Ishares Tr Russell 1000 ETF Transaction History