Marshall & Sterling Wealth Advisors Inc. Ishares Tr Russell 1000 ETF Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $156 Billion
  • Q3 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 20 shares of IWB stock, worth $7,357. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20
Previous 134 85.07%
Holding current value
$7,357
Previous $45.5 Million 83.93%
% of portfolio
0.0%
Previous 0.03%

Shares

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

Nov 07, 2025
SELL
$339.37 - $366.46 $38,688 - $41,776
-114 Reduced 85.07%
20 $7.31 Million
Q2 2025

Aug 12, 2025
BUY
$272.36 - $339.57 $1,634 - $2,037
6 Added 4.69%
134 $45.5 Million
Q1 2025

May 15, 2025
BUY
$302.31 - $337.54 $38,695 - $43,205
128 New
128 $39.3 Million

Others Institutions Holding IWB

# of Institutions
1,631
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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