Avantax Planning Partners, Inc. Ishares Tr Russell 1000 ETF Transaction History

Avantax Planning Partners, Inc.

  • $3.45 Billion
  • Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 1,021 shares of IWB stock, worth $375,605. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,021
Previous 1,021 -0.0%
Holding current value
$375,605
Previous $346,000 7.8%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$272.36 - $339.57 $26,418 - $32,938
97 Added 10.5%
1,021 $346,000
Q3 2024

Nov 13, 2024
BUY
$283.28 - $314.39 $33,143 - $36,783
117 Added 14.5%
924 $290,000
Q1 2024

May 02, 2024
BUY
$257.46 - $288.1 $207,770 - $232,496
807 New
807 $232,000
Q4 2018

Feb 14, 2019
SELL
N/A
-26 Closed
0 $0
Q3 2018

Nov 13, 2018
BUY
N/A
26 New
26 $4,000
Q2 2018

Aug 13, 2018
SELL
N/A
-26 Closed
0 $0
Q1 2018

May 15, 2018
BUY
N/A
26 New
26 $4,000

Others Institutions Holding IWB

# of Institutions
1,633
Shares Held
98.7M
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
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