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

Iams Wealth Management, LLC

  • $249 Billion
  • Q3 2025

A detailed history of Iams Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Iams Wealth Management, LLC holds 848 shares of IWB stock, worth $311,962. This represents 0.12% of its overall portfolio holdings.

Number of Shares
848
Previous 1,559 45.61%
Holding current value
$311,962
Previous $529 Million 41.42%
% of portfolio
0.12%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
$339.37 - $366.46 $241,292 - $260,553
-711 Reduced 45.61%
848 $310 Million
Q2 2025

Jul 14, 2025
BUY
$272.36 - $339.57 $424,609 - $529,389
1,559 New
1,559 $529 Million
Q4 2024

Jan 23, 2025
BUY
$311.11 - $335.64 $481,287 - $519,235
1,547 New
1,547 $498 Million

Others Institutions Holding IWB

# of Institutions
1,614
Shares Held
98.3M
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
Track This Portfolio

Track Iams Wealth Management, LLC Portfolio

Follow Iams 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 Iams Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email