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 $16.9 Million. This represents 3.04% of its overall portfolio holdings.

Number of Shares

45,930

Previous 46,186 0.55%

Holding current value

$16.9 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

1,624

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
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Industry ETFs

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