Howard Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Howard Wealth Management, LLC

$215 Million
Q3 2025

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 978 shares of IWB stock, worth $359,786. This represents 0.17% of its overall portfolio holdings.

Number of Shares

978

Previous 977 0.1%

Holding current value

$359,786

Previous $331,000 7.85%

% of portfolio

0.17%

Previous 0.17%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$339.37 - $366.46 $339 - $366	1 Added 0.1%	978 $357,000
Q2 2025 Aug 11, 2025	SELL	$272.36 - $339.57 $272 - $339	-1 Reduced 0.1%	977 $331,000
Q1 2025 May 13, 2025	BUY	$302.31 - $337.54 $302 - $337	1 Added 0.1%	978 $299,000
Q4 2024 Jan 30, 2025	BUY	$311.11 - $335.64 $933 - $1,006	3 Added 0.31%	977 $314,000
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

# of Institutions

1,627

Shares Held

98.5M

Call Options Held

65.9K

Put Options Held

60.7K

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About ISHARES TR RUSSELL 1000 ETF

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Howard Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History