New Edge Wealth, LLC Ishares Tr Russell 1000 ETF Transaction History

New Edge Wealth, LLC

  • $5.41 Billion
  • Q3 2024

A detailed history of New Edge Wealth, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, New Edge Wealth, LLC holds 4,707 shares of IWB stock, worth $1.56 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,707
Previous 4,541 3.66%
Holding current value
$1.56 Million
Previous $1.35 Million 9.47%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 12, 2024
BUY
$283.28 - $314.39 $47,024 - $52,188
166 Added 3.66%
4,707 $1.48 Million
Q2 2024

Aug 01, 2024
SELL
$272.21 - $298.72 $16,332 - $17,923
-60 Reduced 1.3%
4,541 $1.35 Million
Q1 2024

May 06, 2024
SELL
$257.46 - $288.1 $89,596 - $100,258
-348 Reduced 7.03%
4,601 $1.33 Million
Q4 2023

Jan 29, 2024
BUY
$225.16 - $263.17 $7,880 - $9,210
35 Added 0.71%
4,949 $1.3 Million
Q3 2023

Nov 08, 2023
SELL
$234.05 - $252.17 $59,448 - $64,051
-254 Reduced 4.91%
4,914 $1.15 Million
Q2 2023

Aug 09, 2023
SELL
$221.85 - $243.74 $122,239 - $134,300
-551 Reduced 9.63%
5,168 $1.26 Million
Q1 2023

May 08, 2023
SELL
$208.78 - $230.55 $24,427 - $26,974
-117 Reduced 2.0%
5,719 $1.29 Million
Q4 2022

Feb 14, 2023
BUY
$196.94 - $224.49 $70,701 - $80,591
359 Added 6.55%
5,836 $1.23 Million
Q3 2022

Nov 14, 2022
BUY
$197.33 - $237.63 $1.08 Million - $1.3 Million
5,477 New
5,477 $1.08 Million

Others Institutions Holding IWB

# of Institutions
1,374
Shares Held
93.3M
Call Options Held
221K
Put Options Held
52.5K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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