Instrumental Wealth, LLC Ishares Tr Russell 1000 ETF Transaction History

Instrumental Wealth, LLC

$143 Billion
Q3 2025

A detailed history of Instrumental Wealth, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Instrumental Wealth, LLC holds 3,301 shares of IWB stock, worth $1.21 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

3,301

Previous 3,494 5.52%

Holding current value

$1.21 Million

Previous $1.19 Billion 2.95%

% of portfolio

0.86%

Previous 0.95%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	SELL	$339.37 - $366.46 $65,498 - $70,726	-193 Reduced 5.52%	3,301 $1.23 Billion
Q2 2025 Jul 16, 2025	BUY	$272.36 - $339.57 $1,089 - $1,358	4 Added 0.11%	3,494 $1.19 Billion
Q1 2025 Apr 28, 2025	SELL	$302.31 - $337.54 $10,278 - $11,476	-34 Reduced 0.96%	3,490 $1.06 Billion
Q3 2024 Oct 15, 2024	SELL	$283.28 - $314.39 $249,286 - $276,663	-880 Reduced 19.98%	3,524 $1.13 Billion
Q4 2023 Jan 25, 2024	SELL	$225.16 - $263.17 $4,953 - $5,789	-22 Reduced 0.5%	4,404 $1.18 Billion

Q3 2023 Oct 18, 2023	BUY	$234.05 - $252.17 $5,149 - $5,547	22 Added 0.5%	4,426 $1.06 Billion
Q1 2023 May 04, 2023	BUY	$208.78 - $230.55 $919,467 - $1.02 Million	4,404 New	4,404 $985 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

Ticker IWB
Sector ETFs
Industry ETFs

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Instrumental Wealth, LLC Ishares Tr Russell 1000 ETF Transaction History