Bay Harbor Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Bay Harbor Wealth Management, LLC

  • $347 Million
  • Q3 2025

A detailed history of Bay Harbor Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Bay Harbor Wealth Management, LLC holds 278 shares of IWB stock, worth $102,270. This represents 0.03% of its overall portfolio holdings.

Number of Shares
278
Previous 287 3.14%
Holding current value
$102,270
Previous $97,000 4.12%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 09, 2025
SELL
$339.37 - $366.46 $3,054 - $3,298
-9 Reduced 3.14%
278 $101,000
Q2 2025

Jul 22, 2025
BUY
$272.36 - $339.57 $78,167 - $97,456
287 New
287 $97,000
Q4 2019

Jan 27, 2020
SELL
$159.7 - $178.97 $41,042 - $45,995
-257 Closed
0 $0
Q3 2019

Oct 15, 2019
BUY
$163.68 - $167.08 $3,600 - $3,675
22 Added 9.36%
257 $42,000
Q2 2019

Jul 18, 2019
SELL
N/A
-53 Reduced 18.4%
235 $38,000
Q1 2019

Apr 22, 2019
SELL
N/A
-100 Reduced 25.77%
288 $45,000
Q4 2018

Feb 14, 2019
BUY
N/A
388 New
388 $54,000

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
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