Keystone Wealth Services, LLC Ishares Tr Russell 1000 ETF Transaction History

Keystone Wealth Services, LLC

$351 Million
Q4 2024

A detailed history of Keystone Wealth Services, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 1,046 shares of IWB stock, worth $346,769. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,046

Previous 1,045 0.1%

Holding current value

$346,769

Previous $328,000 2.44%

% of portfolio

0.1%

Previous 0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$311.11 - $335.64 $311 - $335	1 Added 0.1%	1,046 $336,000
Q3 2024 Oct 15, 2024	BUY	$283.28 - $314.39 $566 - $628	2 Added 0.19%	1,045 $328,000
Q2 2024 Jul 12, 2024	BUY	$272.21 - $298.72 $272 - $298	1 Added 0.1%	1,043 $310,000
Q1 2024 Apr 12, 2024	BUY	$257.46 - $288.1 $514 - $576	2 Added 0.19%	1,042 $300,000
Q4 2023 Jan 17, 2024	BUY	$225.16 - $263.17 $900 - $1,052	4 Added 0.39%	1,040 $272,000
Q3 2023 Oct 05, 2023	BUY	$234.05 - $252.17 $4,446 - $4,791	19 Added 1.87%	1,036 $243,000
Q2 2023 Jul 20, 2023	BUY	$221.85 - $243.74 $221 - $243	1 Added 0.1%	1,017 $247,000
Q1 2023 Apr 07, 2023	BUY	$208.78 - $230.55 $417 - $461	2 Added 0.2%	1,016 $228,000
Q4 2022 Feb 09, 2023	BUY	$196.94 - $224.49 $199,697 - $227,632	1,014 New	1,014 $213,000

Others Institutions Holding IWB

# of Institutions

1,424

Shares Held

94.5M

Call Options Held

221K

Put Options Held

52.5K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Keystone Wealth Services, LLC Ishares Tr Russell 1000 ETF Transaction History