Epg Wealth Management LLC Ishares Tr Russell 1000 ETF Transaction History

Epg Wealth Management LLC

$363 Billion
Q3 2025

A detailed history of Epg Wealth Management LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Epg Wealth Management LLC holds 720 shares of IWB stock, worth $264,873. This represents 0.07% of its overall portfolio holdings.

Number of Shares

720

Previous 720 -0.0%

Holding current value

$264,873

Previous $244 Million 7.63%

% of portfolio

0.07%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$302.31 - $337.54 $14,813 - $16,539	-49 Reduced 6.37%	720 $221 Million
Q4 2024 Feb 14, 2025	SELL	$311.11 - $335.64 $3,111 - $3,356	-10 Reduced 1.28%	769 $248 Million
Q3 2024 Nov 13, 2024	BUY	$283.28 - $314.39 $220,675 - $244,909	779 New	779 $245 Million
Q2 2024 Aug 13, 2024	SELL	$272.21 - $298.72 $307,325 - $337,254	-1,129 Closed	0 $0
Q4 2023 Feb 14, 2024	SELL	$225.16 - $263.17 $5,629 - $6,579	-25 Reduced 2.17%	1,129 $296,000

Q3 2020 Nov 02, 2020	BUY	$172.79 - $199.44 $199,399 - $230,153	1,154 New	1,154 $216,000
Q2 2020 Aug 06, 2020	SELL	$135.3 - $179.75 $156,136 - $207,431	-1,154 Closed	0 $0
Q1 2020 May 05, 2020	BUY	$122.99 - $188.06 $56,575 - $86,507	460 Added 66.28%	1,154 $163,000
Q4 2019 Feb 14, 2020	BUY	$159.7 - $178.97 $110,831 - $124,205	694 New	694 $124,000

Others Institutions Holding IWB

# of Institutions

1,628

Shares Held

98.5M

Call Options Held

65.9K

Put Options Held

60.7K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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Epg Wealth Management LLC Ishares Tr Russell 1000 ETF Transaction History