A detailed history of Neumann Capital Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Neumann Capital Management, LLC holds 4,047 shares of IWB stock, worth $1.34 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
4,047
Previous 4,069 0.54%
Holding current value
$1.34 Million
Previous $1.21 Million 5.12%
% of portfolio
0.42%
Previous 0.42%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

SELL
$283.28 - $314.39 $6,232 - $6,916
-22 Reduced 0.54%
4,047 $1.27 Million
Q2 2024

Aug 09, 2024

SELL
$272.21 - $298.72 $17,421 - $19,118
-64 Reduced 1.55%
4,069 $1.21 Million
Q1 2024

May 08, 2024

SELL
$257.46 - $288.1 $141,603 - $158,455
-550 Reduced 11.74%
4,133 $1.19 Million
Q4 2023

Feb 07, 2024

SELL
$225.16 - $263.17 $6,529 - $7,631
-29 Reduced 0.62%
4,683 $1.23 Million
Q3 2023

Nov 03, 2023

SELL
$234.05 - $252.17 $3,744 - $4,034
-16 Reduced 0.34%
4,712 $1.11 Million
Q2 2023

Aug 10, 2023

SELL
$221.85 - $243.74 $21,741 - $23,886
-98 Reduced 2.03%
4,728 $1.15 Million
Q1 2023

May 02, 2023

BUY
$208.78 - $230.55 $7,307 - $8,069
35 Added 0.73%
4,826 $1.09 Million
Q4 2022

Feb 06, 2023

SELL
$196.94 - $224.49 $69,716 - $79,469
-354 Reduced 6.88%
4,791 $1.01 Million
Q3 2022

Nov 14, 2022

BUY
$197.33 - $237.63 $9,274 - $11,168
47 Added 0.92%
5,145 $1.02 Million
Q2 2022

Jul 20, 2022

BUY
$201.03 - $253.2 $21,912 - $27,598
109 Added 2.18%
5,098 $1.06 Million
Q1 2022

May 09, 2022

BUY
$230.48 - $266.11 $20,973 - $24,216
91 Added 1.86%
4,989 $1.25 Million
Q4 2021

Feb 03, 2022

SELL
$241.33 - $266.02 $12,549 - $13,833
-52 Reduced 1.05%
4,898 $1.3 Million
Q3 2021

Nov 01, 2021

SELL
$239.32 - $255.42 $7,179 - $7,662
-30 Reduced 0.6%
4,950 $1.2 Million
Q2 2021

Jul 21, 2021

SELL
$226.48 - $242.11 $16,080 - $17,189
-71 Reduced 1.41%
4,980 $1.21 Million
Q1 2021

May 13, 2021

SELL
$208.89 - $225.24 $15,040 - $16,217
-72 Reduced 1.41%
5,051 $1.13 Million
Q4 2020

Feb 04, 2021

SELL
$182.85 - $211.84 $5,302 - $6,143
-29 Reduced 0.56%
5,123 $1.09 Million
Q3 2020

Nov 02, 2020

SELL
$172.79 - $199.44 $24,017 - $27,722
-139 Reduced 2.63%
5,152 $964,000
Q2 2020

Jul 23, 2020

BUY
$135.3 - $179.75 $107,157 - $142,362
792 Added 17.6%
5,291 $908,000
Q1 2020

May 13, 2020

SELL
$122.99 - $188.06 $213,387 - $326,284
-1,735 Reduced 27.83%
4,499 $637,000
Q4 2019

Jan 24, 2020

BUY
$159.7 - $178.97 $93,424 - $104,697
585 Added 10.36%
6,234 $1.11 Million
Q3 2019

Oct 28, 2019

BUY
$163.68 - $167.08 $62,689 - $63,991
383 Added 7.27%
5,649 $929,000
Q2 2019

Jul 25, 2019

BUY
N/A
2 Added 0.04%
5,266 $857,000
Q1 2019

May 09, 2019

SELL
N/A
-226 Reduced 4.12%
5,264 $828,000
Q4 2018

Jan 30, 2019

BUY
N/A
1,638 Added 42.52%
5,490 $761,000
Q1 2018

May 09, 2018

BUY
N/A
1 Added 0.03%
3,852 $566,000
Q4 2017

Feb 05, 2018

BUY
N/A
1 Added 0.03%
3,851 $572,000
Q2 2017

Aug 07, 2017

BUY
N/A
3,850
3,850 $521,000

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Neumann Capital Management, LLC Portfolio

Follow Neumann Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Neumann Capital Management, LLC with notifications on news.