Epg Wealth Management LLC Ishares Tr Russell 1000 ETF Transaction History

Epg Wealth Management LLC

$379 Billion
Q4 2024

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 769 shares of IWB stock, worth $247,148. This represents 0.07% of its overall portfolio holdings.

Number of Shares

769

Previous 779 1.28%

Holding current value

$247,148

Previous $245 Million 1.16%

% of portfolio

0.07%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,469

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

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Epg Wealth Management LLC Ishares Tr Russell 1000 ETF Transaction History