Kapstone Financial Advisors LLC Ishares Tr Russell 1000 ETF Transaction History

Kapstone Financial Advisors LLC

  • $212 Billion
  • Q3 2025

A detailed history of Kapstone Financial Advisors LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 810 shares of IWB stock, worth $297,982. This represents 0.14% of its overall portfolio holdings.

Number of Shares
810
Previous 700 15.71%
Holding current value
$297,982
Previous $238 Million 24.54%
% of portfolio
0.14%
Previous 0.12%

Shares

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

Nov 07, 2025
BUY
$339.37 - $366.46 $37,330 - $40,310
110 Added 15.71%
810 $296 Million
Q1 2024

May 13, 2024
BUY
$257.46 - $288.1 $180,222 - $201,670
700 New
700 $202 Million

Others Institutions Holding IWB

# of Institutions
1,617
Shares Held
98.5M
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
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