Arete Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Arete Wealth Advisors, LLC

  • $1.6 Billion
  • Q3 2025

A detailed history of Arete Wealth Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 826 shares of IWB stock, worth $303,868. This represents 0.02% of its overall portfolio holdings.

Number of Shares
826
Previous 827 0.12%
Holding current value
$303,868
Previous $281,000 7.47%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2025
SELL
$339.37 - $366.46 $339 - $366
-1 Reduced 0.12%
826 $302,000
Q2 2025

Aug 14, 2025
SELL
$272.36 - $339.57 $142,716 - $177,934
-524 Reduced 38.79%
827 $281,000
Q1 2025

May 15, 2025
BUY
$302.31 - $337.54 $24,789 - $27,678
82 Added 6.46%
1,351 $415,000
Q4 2024

Feb 12, 2025
BUY
$311.11 - $335.64 $43,866 - $47,325
141 Added 12.5%
1,269 $409,000
Q3 2024

Nov 14, 2024
SELL
$283.28 - $314.39 $60,055 - $66,650
-212 Reduced 15.82%
1,128 $354,000
Q2 2024

Aug 13, 2024
BUY
$272.21 - $298.72 $364,761 - $400,284
1,340 New
1,340 $399,000
Q4 2023

Feb 14, 2024
BUY
$225.16 - $263.17 $98,845 - $115,531
439 Added 18.96%
2,754 $722,000
Q3 2023

Oct 30, 2023
SELL
$234.05 - $252.17 $49,384 - $53,207
-211 Reduced 8.35%
2,315 $543,000
Q2 2023

Aug 09, 2023
BUY
$221.85 - $243.74 $272,209 - $299,068
1,227 Added 94.46%
2,526 $616,000
Q1 2023

May 01, 2023
SELL
$208.78 - $230.55 $12,526 - $13,833
-60 Reduced 4.42%
1,299 $292,000
Q4 2022

Feb 06, 2023
BUY
$196.94 - $224.49 $52,976 - $60,387
269 Added 24.68%
1,359 $286,000
Q3 2022

Nov 07, 2022
BUY
$197.33 - $237.63 $215,089 - $259,016
1,090 New
1,090 $215,000
Q1 2022

May 06, 2022
SELL
$230.48 - $266.11 $202,591 - $233,910
-879 Closed
0 $0
Q4 2021

Feb 07, 2022
BUY
$241.33 - $266.02 $212,129 - $233,831
879 New
879 $233,000
Q2 2021

Aug 09, 2021
SELL
$226.48 - $242.11 $221,950 - $237,267
-980 Closed
0 $0
Q1 2021

May 10, 2021
SELL
$208.89 - $225.24 $10,444 - $11,262
-50 Reduced 4.85%
980 $219,000
Q4 2020

Feb 08, 2021
SELL
$182.85 - $211.84 $25,416 - $29,445
-139 Reduced 11.89%
1,030 $215,000
Q3 2020

Nov 09, 2020
SELL
$172.79 - $199.44 $1,900 - $2,193
-11 Reduced 0.93%
1,169 $219,000
Q2 2020

Aug 11, 2020
BUY
$135.3 - $179.75 $159,654 - $212,105
1,180 New
1,180 $203,000
Q1 2020

May 14, 2020
SELL
$122.99 - $188.06 $205,270 - $313,872
-1,669 Closed
0 $0
Q4 2019

Feb 14, 2020
SELL
$159.7 - $178.97 $47,430 - $53,154
-297 Reduced 15.11%
1,669 $298,000
Q3 2019

Nov 13, 2019
SELL
$163.68 - $167.08 $90,515 - $92,395
-553 Reduced 21.95%
1,966 $323,000
Q2 2019

Aug 14, 2019
BUY
N/A
9 Added 0.36%
2,519 $410,000
Q1 2019

May 15, 2019
BUY
N/A
7 Added 0.28%
2,510 $395,000
Q4 2018

Feb 14, 2019
SELL
N/A
-79 Reduced 3.06%
2,503 $347,000
Q3 2018

Nov 14, 2018
BUY
N/A
7 Added 0.27%
2,582 $418,000
Q2 2018

Aug 14, 2018
SELL
N/A
-657 Reduced 20.33%
2,575 $391,000
Q1 2018

May 15, 2018
SELL
N/A
-494 Reduced 13.26%
3,232 $475,000
Q4 2017

Feb 14, 2018
BUY
N/A
416 Added 12.57%
3,726 $554,000
Q3 2017

Nov 15, 2017
BUY
N/A
3,310
3,310 $463,000

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 Arete Wealth Advisors, LLC Portfolio

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

News

Stay updated on Arete Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email