One Charles Private Wealth Services, LLC Ishares Tr Russell 1000 ETF Transaction History

One Charles Private Wealth Services, LLC

  • $342 Million
  • Q3 2025

A detailed history of One Charles Private Wealth Services, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 783 shares of IWB stock, worth $288,050. This represents 0.08% of its overall portfolio holdings.

Number of Shares
783
Previous 808 3.09%
Holding current value
$288,050
Previous $274,000 4.38%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Nov 12, 2025
SELL
$339.37 - $366.46 $8,484 - $9,161
-25 Reduced 3.09%
783 $286,000
Q4 2024

Feb 11, 2025
SELL
$311.11 - $335.64 $12,444 - $13,425
-40 Reduced 4.72%
808 $260,000
Q4 2023

Feb 06, 2024
BUY
$225.16 - $263.17 $190,935 - $223,168
848 New
848 $222,000

Others Institutions Holding IWB

# of Institutions
1,622
Shares Held
98.5M
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
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