A detailed history of Howard Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Howard Wealth Management, LLC holds 974 shares of IWB stock, worth $321,926. This represents 0.18% of its overall portfolio holdings.

Number of Shares
974
Previous 972 0.21%
Holding current value
$321,926
Previous $289,000 5.88%
% of portfolio
0.18%
Previous 0.23%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$283.28 - $314.39 $566 - $628
2 Added 0.21%
974 $306,000
Q2 2024

Aug 02, 2024

SELL
$272.21 - $298.72 $816 - $896
-3 Reduced 0.31%
972 $289,000
Q1 2024

May 06, 2024

SELL
$257.46 - $288.1 $5,149 - $5,762
-20 Reduced 2.01%
975 $280,000
Q4 2023

Feb 07, 2024

SELL
$225.16 - $263.17 $22,516 - $26,317
-100 Reduced 9.13%
995 $260,000
Q1 2023

May 04, 2023

SELL
$208.78 - $230.55 $2,087 - $2,305
-10 Reduced 0.9%
1,095 $246,000
Q4 2022

Jan 26, 2023

SELL
$196.94 - $224.49 $14,770 - $16,836
-75 Reduced 6.36%
1,105 $0
Q3 2022

Nov 01, 2022

BUY
$197.33 - $237.63 $232,849 - $280,403
1,180 New
1,180 $232,000
Q2 2022

Aug 09, 2022

SELL
$201.03 - $253.2 $237,215 - $298,776
-1,180 Closed
0 $0
Q1 2022

Apr 20, 2022

BUY
$230.48 - $266.11 $4,609 - $5,322
20 Added 1.72%
1,180 $295,000
Q4 2021

Jan 18, 2022

BUY
$241.33 - $266.02 $1,206 - $1,330
5 Added 0.43%
1,160 $306,000
Q2 2021

Jul 27, 2021

BUY
$226.48 - $242.11 $2,264 - $2,421
10 Added 0.87%
1,155 $279,000
Q1 2021

Apr 23, 2021

SELL
$208.89 - $225.24 $11,488 - $12,388
-55 Reduced 4.58%
1,145 $256,000
Q4 2020

Feb 02, 2021

BUY
$182.85 - $211.84 $4,571 - $5,296
25 Added 2.13%
1,200 $254,000
Q2 2020

Aug 03, 2020

BUY
$135.3 - $179.75 $158,977 - $211,206
1,175 New
1,175 $201,000
Q1 2020

May 04, 2020

SELL
$122.99 - $188.06 $138,363 - $211,567
-1,125 Closed
0 $0
Q4 2019

Feb 05, 2020

BUY
$159.7 - $178.97 $179,662 - $201,341
1,125 New
1,125 $200,000

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Howard Wealth Management, LLC Portfolio

Follow Howard Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Howard Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Howard Wealth Management, LLC with notifications on news.