Evolution Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Evolution Wealth Advisors, LLC

  • $1.02 Billion
  • Q4 2025

A detailed history of Evolution Wealth Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 579 shares of IWB stock, worth $213,002. This represents 0.02% of its overall portfolio holdings.

Number of Shares
579
Previous 704 17.76%
Holding current value
$213,002
Previous $257,000 17.12%
% of portfolio
0.02%
Previous 0.04%

Shares

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

Jan 12, 2026
SELL
$358.39 - $376.54 $44,798 - $47,067
-125 Reduced 17.76%
579 $213,000
Q3 2024

Nov 06, 2024
SELL
$283.28 - $314.39 $18,413 - $20,435
-65 Reduced 8.45%
704 $221,000
Q1 2024

Apr 19, 2024
SELL
$257.46 - $288.1 $5,149 - $5,762
-20 Reduced 2.53%
769 $221,000
Q4 2023

Jan 31, 2024
BUY
$225.16 - $263.17 $177,651 - $207,641
789 New
789 $206,000
Q2 2022

Aug 02, 2022
SELL
$201.03 - $253.2 $166,653 - $209,902
-829 Closed
0 $0
Q4 2021

Jan 28, 2022
BUY
$241.33 - $266.02 $200,062 - $220,530
829 New
829 $0

Others Institutions Holding IWB

# of Institutions
1,626
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
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