Cornerstone Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Cornerstone Wealth Management, LLC

  • $1.73 Billion
  • Q3 2025

A detailed history of Cornerstone Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 1,508 shares of IWB stock, worth $554,763. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,508
Previous 1,463 3.08%
Holding current value
$554,763
Previous $496,000 11.09%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 03, 2025
BUY
$339.37 - $366.46 $15,271 - $16,490
45 Added 3.08%
1,508 $551,000
Q1 2025

Apr 18, 2025
BUY
$302.31 - $337.54 $4,836 - $5,400
16 Added 1.11%
1,463 $446,000
Q4 2024

Jan 17, 2025
BUY
$311.11 - $335.64 $29,244 - $31,550
94 Added 6.95%
1,447 $466,000
Q3 2024

Oct 16, 2024
SELL
$283.28 - $314.39 $2,549 - $2,829
-9 Reduced 0.66%
1,353 $425,000
Q2 2024

Jul 16, 2024
BUY
$272.21 - $298.72 $2,449 - $2,688
9 Added 0.67%
1,362 $405,000
Q4 2023

Jan 10, 2024
BUY
$225.16 - $263.17 $1,350 - $1,579
6 Added 0.45%
1,353 $354,000
Q3 2023

Nov 06, 2023
BUY
$234.05 - $252.17 $3,276 - $3,530
14 Added 1.05%
1,347 $316,000
Q2 2023

Jul 14, 2023
BUY
$221.85 - $243.74 $295,726 - $324,905
1,333 New
1,333 $324,000
Q4 2018

Feb 13, 2019
SELL
N/A
-37,781 Closed
0 $0
Q3 2018

Oct 19, 2018
BUY
N/A
17,971 Added 90.72%
37,781 $267,000
Q2 2018

Jul 20, 2018
BUY
N/A
19,810 New
19,810 $130,000

Others Institutions Holding IWB

# of Institutions
1,628
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 Cornerstone Wealth Management, LLC Portfolio

Follow Cornerstone Wealth Management, 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 Cornerstone Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email