Marcum Wealth, LLC Ishares Tr Russell 1000 ETF Transaction History

Marcum Wealth, LLC

  • $1.14 Billion
  • Q4 2024

A detailed history of Marcum Wealth, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Marcum Wealth, LLC holds 1,078 shares of IWB stock, worth $346,458. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,078
Previous 1,056 2.08%
Holding current value
$346,458
Previous $331,000 4.83%
% of portfolio
0.03%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$311.11 - $335.64 $6,844 - $7,384
22 Added 2.08%
1,078 $347,000
Q2 2024

Jul 02, 2024
SELL
$272.21 - $298.72 $4,627 - $5,078
-17 Reduced 1.58%
1,056 $314,000
Q3 2023

Oct 10, 2023
SELL
$234.05 - $252.17 $4,915 - $5,295
-21 Reduced 1.92%
1,073 $252,000
Q2 2023

Jul 13, 2023
BUY
$221.85 - $243.74 $242,703 - $266,651
1,094 New
1,094 $266,000
Q4 2022

Jan 12, 2023
BUY
$196.94 - $224.49 $209,938 - $239,306
1,066 New
1,066 $0
Q1 2022

Apr 20, 2022
SELL
$230.48 - $266.11 $194,064 - $224,064
-842 Closed
0 $0
Q4 2021

Feb 01, 2022
BUY
$241.33 - $266.02 $203,199 - $223,988
842 New
842 $223,000

Others Institutions Holding IWB

# of Institutions
1,469
Shares Held
98.1M
Call Options Held
79.9K
Put Options Held
306K
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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