Octavia Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Octavia Wealth Advisors, LLC

  • $990 Million
  • Q3 2025

A detailed history of Octavia Wealth Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 1,164 shares of IWB stock, worth $428,212. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,164
Holding current value
$428,212
% of portfolio
0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$339.37 - $366.46 $395,026 - $426,559
1,164 New
1,164 $425,000
Q3 2023

Oct 30, 2023
BUY
$234.05 - $252.17 $293,498 - $316,221
1,254 New
1,254 $294,000

Others Institutions Holding IWB

# of Institutions
1,614
Shares Held
98.3M
Call Options Held
65.9K
Put Options Held
60.7K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Octavia Wealth Advisors, LLC Portfolio

Follow Octavia Wealth Advisors, 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 Octavia Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Octavia Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email