Planwiser Financial, LLC Ishares Tr Russell 1000 ETF Transaction History

Planwiser Financial, LLC

  • $126 Billion
  • Q3 2025

A detailed history of Planwiser Financial, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Planwiser Financial, LLC holds 2,137 shares of IWB stock, worth $786,159. This represents 0.63% of its overall portfolio holdings.

Number of Shares
2,137
Previous 2,153 0.74%
Holding current value
$786,159
Previous $754 Million 6.06%
% of portfolio
0.63%
Previous 0.64%

Shares

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

Nov 12, 2025
SELL
$339.37 - $366.46 $5,429 - $5,863
-16 Reduced 0.74%
2,137 $799 Million
Q2 2025

Aug 13, 2025
SELL
$272.36 - $339.57 $54,199 - $67,574
-199 Reduced 8.46%
2,153 $754 Million
Q1 2025

May 08, 2025
BUY
$302.31 - $337.54 $711,033 - $793,894
2,352 New
2,352 $725 Million

Others Institutions Holding IWB

# of Institutions
1,614
Shares Held
98.3M
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 Planwiser Financial, LLC Portfolio

Follow Planwiser Financial, 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 Planwiser Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Planwiser Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email