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

Exencial Wealth Advisors, LLC

$2.97 Billion
Q3 2025

A detailed history of Exencial Wealth Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 1,062 shares of IWB stock, worth $390,688. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,062

Previous 1,059 0.28%

Holding current value

$390,688

Previous $359,000 8.08%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$339.37 - $366.46 $1,018 - $1,099	3 Added 0.28%	1,062 $388,000
Q2 2025 Jul 30, 2025	BUY	$272.36 - $339.57 $60,736 - $75,724	223 Added 26.67%	1,059 $359,000
Q1 2025 May 09, 2025	BUY	$302.31 - $337.54 $604 - $675	2 Added 0.24%	836 $256,000
Q4 2024 Feb 06, 2025	BUY	$311.11 - $335.64 $933 - $1,006	3 Added 0.36%	834 $268,000
Q3 2024 Oct 31, 2024	BUY	$283.28 - $314.39 $566 - $628	2 Added 0.24%	831 $261,000

Q2 2024 Aug 12, 2024	BUY	$272.21 - $298.72 $10,888 - $11,948	40 Added 5.07%	829 $246,000
Q1 2024 May 10, 2024	BUY	$257.46 - $288.1 $772 - $864	3 Added 0.38%	789 $227,000
Q4 2023 Feb 13, 2024	BUY	$225.16 - $263.17 $176,975 - $206,851	786 New	786 $206,000
Q2 2023 Aug 10, 2023	BUY	$221.85 - $243.74 $201,883 - $221,803	910 New	910 $221,000

Others Institutions Holding IWB

# of Institutions

1,631

Shares Held

98.5M

Call Options Held

65.9K

Put Options Held

60.7K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Exencial Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History