Doyle Wealth Management Ishares Tr Russell 1000 ETF Transaction History

Doyle Wealth Management

$1.16 Billion
Q3 2022

A detailed history of Doyle Wealth Management transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Doyle Wealth Management holds 4,419 shares of IWB stock, worth $1.46 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,419

Previous 5,017 11.92%

Holding current value

$1.46 Million

Previous $1.04 Million 16.31%

% of portfolio

0.07%

Previous 0.08%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 15, 2022	SELL	$197.33 - $237.63 $118,003 - $142,102	-598 Reduced 11.92%	4,419 $872,000
Q2 2022 Aug 10, 2022	BUY	$201.03 - $253.2 $122,226 - $153,945	608 Added 13.79%	5,017 $1.04 Million
Q1 2022 May 13, 2022	SELL	$230.48 - $266.11 $26,735 - $30,868	-116 Reduced 2.56%	4,409 $1.1 Million
Q4 2021 Feb 11, 2022	SELL	$241.33 - $266.02 $107,874 - $118,910	-447 Reduced 8.99%	4,525 $0
Q3 2021 Nov 12, 2021	SELL	$239.32 - $255.42 $75,146 - $80,201	-314 Reduced 5.94%	4,972 $1.2 Million
Q2 2021 Aug 03, 2021	SELL	$226.48 - $242.11 $178,919 - $191,266	-790 Reduced 13.0%	5,286 $1.28 Million
Q1 2021 May 07, 2021	SELL	$208.89 - $225.24 $9,400 - $10,135	-45 Reduced 0.74%	6,076 $1.36 Million
Q4 2020 Feb 04, 2021	SELL	$182.85 - $211.84 $57,049 - $66,094	-312 Reduced 4.85%	6,121 $1.3 Million
Q3 2020 Nov 13, 2020	SELL	$172.79 - $199.44 $82,420 - $95,132	-477 Reduced 6.9%	6,433 $1.2 Million
Q2 2020 Aug 06, 2020	SELL	$135.3 - $179.75 $35,719 - $47,454	-264 Reduced 3.68%	6,910 $1.19 Million
Q1 2020 Apr 29, 2020	SELL	$122.99 - $188.06 $38,249 - $58,486	-311 Reduced 4.15%	7,174 $1.02 Million
Q4 2019 Feb 11, 2020	BUY	$159.7 - $178.97 $11,817 - $13,243	74 Added 1.0%	7,485 $1.34 Million
Q3 2019 Nov 05, 2019	SELL	$163.68 - $167.08 $26,352 - $26,899	-161 Reduced 2.13%	7,411 $1.22 Million
Q2 2019 Aug 15, 2019	SELL	N/A	-451 Reduced 5.62%	7,572 $1.23 Million
Q1 2019 May 13, 2019	SELL	N/A	-611 Reduced 7.08%	8,023 $1.29 Million
Q4 2018 Feb 08, 2019	SELL	N/A	-16 Reduced 0.18%	8,634 $1.2 Million
Q3 2018 Nov 08, 2018	SELL	N/A	-180 Reduced 2.04%	8,650 $1.4 Million
Q2 2018 Aug 08, 2018	SELL	N/A	-45 Reduced 0.51%	8,830 $1.34 Million
Q1 2018 May 11, 2018	SELL	N/A	-274 Reduced 2.99%	8,875 $1.3 Million
Q4 2017 Feb 07, 2018	SELL	N/A	-9 Reduced 0.1%	9,149 $1.36 Million
Q3 2017 Oct 25, 2017	BUY	N/A	9,158	9,158 $1.28 Million

Others Institutions Holding IWB

# of Institutions

1,466

Shares Held

98.1M

Call Options Held

79.9K

Put Options Held

306K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Doyle Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Doyle Wealth Management with notifications on news.

Account

Doyle Wealth Management Ishares Tr Russell 1000 ETF Transaction History