Morton Capital Management Llc/Ca Ishares Tr Russell 1000 ETF Transaction History

Morton Capital Management Llc/Ca

$531 Billion
Q4 2024

A detailed history of Morton Capital Management Llc/Ca transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 5,035 shares of IWB stock, worth $1.69 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

5,035

Previous 5,065 0.59%

Holding current value

$1.69 Million

Previous $1.59 Billion 1.86%

% of portfolio

0.31%

Previous 0.31%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$311.11 - $335.64 $9,333 - $10,069	-30 Reduced 0.59%	5,035 $1.62 Billion
Q3 2024 Oct 08, 2024	BUY	$283.28 - $314.39 $12,181 - $13,518	43 Added 0.86%	5,065 $1.59 Billion
Q4 2023 Jan 18, 2024	BUY	$225.16 - $263.17 $24,092 - $28,159	107 Added 2.18%	5,022 $1.32 Billion
Q2 2023 Dec 05, 2023	BUY	$221.85 - $243.74 $1,331 - $1,462	6 Added 0.12%	4,915 $1.2 Billion
Q1 2023 Dec 05, 2023	BUY	$208.78 - $230.55 $1,670 - $1,844	8 Added 0.16%	4,909 $1.11 Billion
Q4 2022 Dec 05, 2023	BUY	$196.94 - $224.49 $3,544 - $4,040	18 Added 0.37%	4,901 $1.03 Billion
Q2 2022 Dec 05, 2023	SELL	$201.03 - $253.2 $212,086 - $267,126	-1,055 Reduced 17.77%	4,883 $1.01 Billion
Q1 2022 Dec 05, 2023	BUY	$230.48 - $266.11 $1,613 - $1,862	7 Added 0.12%	5,938 $1.48 Billion
Q4 2021 Dec 05, 2023	BUY	$241.33 - $266.02 $1.43 Million - $1.58 Million	5,931 New	5,931 $1.57 Billion

Others Institutions Holding IWB

# of Institutions

1,396

Shares Held

92.8M

Call Options Held

221K

Put Options Held

52.5K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Morton Capital Management Llc/Ca Ishares Tr Russell 1000 ETF Transaction History