Capital Advisors Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Capital Advisors Wealth Management, LLC

  • $691 Million
  • Q4 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 1,208 shares of IWB stock, worth $444,399. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,208
Previous 1,154 4.68%
Holding current value
$444,399
Previous $421,000 5.46%
% of portfolio
0.06%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
$358.39 - $376.54 $19,353 - $20,333
54 Added 4.68%
1,208 $444,000
Q3 2025

Oct 15, 2025
SELL
$339.37 - $366.46 $54,299 - $58,633
-160 Reduced 12.18%
1,154 $421,000
Q2 2025

Aug 13, 2025
BUY
$272.36 - $339.57 $3,540 - $4,414
13 Added 1.0%
1,314 $446,000
Q1 2025

Apr 24, 2025
BUY
$302.31 - $337.54 $49,276 - $55,019
163 Added 14.32%
1,301 $399,000
Q4 2024

Jan 14, 2025
BUY
$311.11 - $335.64 $6,222 - $6,712
20 Added 1.79%
1,138 $366,000
Q3 2024

Oct 15, 2024
BUY
$283.28 - $314.39 $18,696 - $20,749
66 Added 6.27%
1,118 $351,000
Q2 2024

Jul 16, 2024
SELL
$272.21 - $298.72 $269,215 - $295,434
-989 Reduced 48.46%
1,052 $313,000
Q1 2024

Apr 12, 2024
BUY
$257.46 - $288.1 $9,268 - $10,371
36 Added 1.8%
2,041 $587,000
Q4 2023

Jan 08, 2024
BUY
$225.16 - $263.17 $23,191 - $27,106
103 Added 5.42%
2,005 $525,000
Q3 2023

Oct 10, 2023
BUY
$234.05 - $252.17 $445,163 - $479,627
1,902 New
1,902 $446,000

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

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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