Lws Wealth Advisors, Inc. Ishares Tr Russell 1000 ETF Transaction History

Lws Wealth Advisors, Inc.

$255 Million
Q4 2023

A detailed history of Lws Wealth Advisors, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 9,064 shares of IWB stock, worth $3 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

9,064

Previous 9,346 3.02%

Holding current value

$3 Million

Previous $2.2 Million 8.29%

% of portfolio

0.93%

Previous 1.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$225.16 - $263.17 $63,495 - $74,213	-282 Reduced 3.02%	9,064 $2.38 Million
Q3 2023 Nov 13, 2023	BUY	$234.05 - $252.17 $75,832 - $81,703	324 Added 3.59%	9,346 $2.2 Million
Q2 2023 Jul 28, 2023	BUY	$221.85 - $243.74 $73,876 - $81,165	333 Added 3.83%	9,022 $2.2 Million
Q1 2023 Apr 28, 2023	BUY	$208.78 - $230.55 $123,388 - $136,255	591 Added 7.3%	8,689 $1.96 Million
Q4 2022 Feb 14, 2023	BUY	$196.94 - $224.49 $227,859 - $259,734	1,157 Added 16.67%	8,098 $1.7 Million
Q3 2022 Nov 14, 2022	BUY	$197.33 - $237.63 $68,276 - $82,219	346 Added 5.25%	6,941 $1.37 Million
Q2 2022 Aug 05, 2022	BUY	$201.03 - $253.2 $92,071 - $115,965	458 Added 7.46%	6,595 $1.37 Million
Q1 2022 May 10, 2022	SELL	$230.48 - $266.11 $14,750 - $17,031	-64 Reduced 1.03%	6,137 $1.54 Million
Q4 2021 Feb 02, 2022	SELL	$241.33 - $266.02 $44,163 - $48,681	-183 Reduced 2.87%	6,201 $1.64 Million
Q3 2021 Nov 09, 2021	BUY	$239.32 - $255.42 $4,786 - $5,108	20 Added 0.31%	6,384 $1.54 Million
Q2 2021 Jul 23, 2021	BUY	$226.48 - $242.11 $213,117 - $227,825	941 Added 17.35%	6,364 $1.54 Million
Q1 2021 Apr 29, 2021	BUY	$208.89 - $225.24 $54,520 - $58,787	261 Added 5.06%	5,423 $1.21 Million
Q4 2020 Jan 20, 2021	BUY	$182.85 - $211.84 $13,896 - $16,099	76 Added 1.49%	5,162 $1.09 Million
Q3 2020 Nov 10, 2020	SELL	$172.79 - $199.44 $66,351 - $76,584	-384 Reduced 7.02%	5,086 $952,000
Q2 2020 Aug 05, 2020	SELL	$135.3 - $179.75 $18,130 - $24,086	-134 Reduced 2.39%	5,470 $939,000
Q1 2020 May 04, 2020	SELL	$122.99 - $188.06 $80,435 - $122,991	-654 Reduced 10.45%	5,604 $793,000
Q4 2019 Feb 06, 2020	BUY	$159.7 - $178.97 $999,402 - $1.12 Million	6,258 New	6,258 $1.12 Million

Others Institutions Holding IWB

# of Institutions

1,374

Shares Held

93.3M

Call Options Held

221K

Put Options Held

52.5K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Industry ETFs

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Lws Wealth Advisors, Inc. Ishares Tr Russell 1000 ETF Transaction History