Graves Light Lenhart Wealth, Inc. Ishares Tr Russell 1000 ETF Transaction History

Graves Light Lenhart Wealth, Inc.

$810 Million
Q3 2024

A detailed history of Graves Light Lenhart Wealth, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 34,103 shares of IWB stock, worth $11.2 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares

34,103

Previous 42,620 19.98%

Holding current value

$11.2 Million

Previous $12.7 Million 15.46%

% of portfolio

1.32%

Previous 1.45%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$283.28 - $314.39 $2.41 Million - $2.68 Million	-8,517 Reduced 19.98%	34,103 $10.7 Million
Q4 2023 Feb 09, 2024	SELL	$225.16 - $263.17 $29,045 - $33,948	-129 Reduced 0.3%	42,620 $11.2 Million
Q2 2023 Aug 14, 2023	BUY	$221.85 - $243.74 $9.48 Million - $10.4 Million	42,749 New	42,749 $10.4 Million
Q3 2019 Nov 12, 2019	SELL	$163.68 - $167.08 $11,948 - $12,196	-73 Reduced 0.17%	42,749 $7.18 Million
Q2 2019 May 10, 2024	BUY	N/A	202 Added 0.47%	42,822 $0
Q2 2019 Jul 24, 2019	BUY	N/A	100 Added 0.23%	42,822 $6.97 Million
Q1 2019 May 10, 2024	BUY	N/A	102 Added 0.24%	42,722 $0
Q4 2018 Jan 28, 2019	BUY	N/A	42,722 New	42,722 $5.93 Million

Others Institutions Holding IWB

# of Institutions

1,374

Shares Held

93.3M

Call Options Held

221K

Put Options Held

52.5K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Graves Light Lenhart Wealth, Inc. Ishares Tr Russell 1000 ETF Transaction History