Ml & R Wealth Management LLC Ishares Tr Russell 1000 ETF Transaction History

Ml & R Wealth Management LLC

$435 Million
Q1 2024

A detailed history of Ml & R Wealth Management LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 45,930 shares of IWB stock, worth $14.4 Million. This represents 3.04% of its overall portfolio holdings.

Number of Shares

45,930

Previous 46,186 0.55%

Holding current value

$14.4 Million

Previous $12.1 Million 9.22%

% of portfolio

3.04%

Previous 2.74%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$257.46 - $288.1 $65,909 - $73,753	-256 Reduced 0.55%	45,930 $13.2 Million
Q4 2023 Feb 09, 2024	BUY	$225.16 - $263.17 $57,640 - $67,371	256 Added 0.56%	46,186 $12.1 Million
Q1 2023 May 05, 2023	SELL	$208.78 - $230.55 $16,284 - $17,982	-78 Reduced 0.17%	45,930 $10.3 Million
Q4 2022 Feb 06, 2023	SELL	$196.94 - $224.49 $2,363 - $2,693	-12 Reduced 0.03%	46,008 $9.69 Million
Q3 2022 Oct 26, 2022	BUY	$197.33 - $237.63 $17,759 - $21,386	90 Added 0.2%	46,020 $9.08 Million
Q4 2021 Feb 02, 2022	BUY	$241.33 - $266.02 $11.1 Million - $12.2 Million	45,930 New	45,930 $12.1 Million

Others Institutions Holding IWB

# of Institutions

1,349

Shares Held

92.9M

Call Options Held

56.9K

Put Options Held

46K

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 Ml & R Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ml & R Wealth Management LLC with notifications on news.

Account

Ml & R Wealth Management LLC Ishares Tr Russell 1000 ETF Transaction History