Mbl Wealth, LLC Ishares Tr Russell 1000 ETF Transaction History

Mbl Wealth, LLC

$1.02 Billion
Q3 2025

A detailed history of Mbl Wealth, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Mbl Wealth, LLC holds 787 shares of IWB stock, worth $289,521. This represents 0.03% of its overall portfolio holdings.

Number of Shares

787

Previous 787 -0.0%

Holding current value

$289,521

Previous $267,000 7.49%

% of portfolio

0.03%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$272.36 - $339.57 $8,715 - $10,866	-32 Reduced 3.91%	787 $267,000
Q1 2025 May 21, 2025	BUY	$302.31 - $337.54 $18,743 - $20,927	62 Added 8.19%	819 $251,000
Q4 2024 Apr 21, 2025	SELL	$311.11 - $335.64 $7,777 - $8,391	-25 Reduced 3.2%	757 $243,000
Q3 2024 Jan 08, 2025	SELL	$283.28 - $314.39 $2,549 - $2,829	-9 Reduced 1.14%	782 $245,000
Q2 2024 Jul 19, 2024	BUY	$272.21 - $298.72 $215,318 - $236,287	791 New	791 $235,000

Q3 2022 Jan 12, 2023	SELL	$197.33 - $237.63 $897,851 - $1.08 Million	-4,550 Closed	0 $0
Q2 2022 Jan 12, 2023	BUY	$201.03 - $253.2 $914,686 - $1.15 Million	4,550 New	4,550 $945,000
Q3 2021 Oct 25, 2021	SELL	$239.32 - $255.42 $221,371 - $236,263	-925 Closed	0 $0
Q1 2021 May 27, 2021	SELL	$208.89 - $225.24 $21,097 - $22,749	-101 Reduced 9.84%	925 $207,000
Q4 2020 Feb 16, 2021	BUY	$182.85 - $211.84 $187,604 - $217,347	1,026 New	1,026 $217,000

Others Institutions Holding IWB

# of Institutions

1,624

Shares Held

98.5M

Call Options Held

65.9K

Put Options Held

60.7K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbl Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbl Wealth, LLC with notifications on news.

Account