O'Brien Wealth Partners LLC Ishares Tr Russell 1000 ETF Transaction History

O'Brien Wealth Partners LLC

$511 Million
Q1 2025

A detailed history of O'Brien Wealth Partners LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, O'Brien Wealth Partners LLC holds 1,498 shares of IWB stock, worth $456,395. This represents 0.09% of its overall portfolio holdings.

Number of Shares

1,498

Previous 1,574 4.83%

Holding current value

$456,395

Previous $507,000 9.47%

% of portfolio

0.09%

Previous 0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$302.31 - $337.54 $22,975 - $25,653	-76 Reduced 4.83%	1,498 $459,000
Q1 2024 Apr 18, 2024	SELL	$257.46 - $288.1 $17,764 - $19,878	-69 Reduced 4.2%	1,574 $453,000
Q4 2023 Jan 25, 2024	SELL	$225.16 - $263.17 $26,118 - $30,527	-116 Reduced 6.59%	1,643 $430,000
Q2 2021 Jul 12, 2021	SELL	$226.48 - $242.11 $58,205 - $62,222	-257 Reduced 12.75%	1,759 $432,000
Q1 2021 Apr 13, 2021	SELL	$208.89 - $225.24 $7,520 - $8,108	-36 Reduced 1.75%	2,016 $465,000
Q4 2020 Jan 11, 2021	SELL	$182.85 - $211.84 $56,866 - $65,882	-311 Reduced 13.16%	2,052 $444,000
Q4 2019 Jan 07, 2020	SELL	$159.7 - $178.97 $190,522 - $213,511	-1,193 Reduced 33.55%	2,363 $424,000
Q4 2018 Jan 17, 2019	BUY	N/A	2,520 Added 243.24%	3,556 $516,000
Q1 2018 Apr 11, 2018	BUY	N/A	1,036 New	1,036 $152,000

Others Institutions Holding IWB

# of Institutions

1,481

Shares Held

97M

Call Options Held

79.9K

Put Options Held

306K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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O'Brien Wealth Partners LLC Ishares Tr Russell 1000 ETF Transaction History