Optimist Retirement Group LLC Ishares Tr Russell 1000 ETF Transaction History

Optimist Retirement Group LLC

  • $216 Million
  • Q3 2025

A detailed history of Optimist Retirement Group LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Optimist Retirement Group LLC holds 3,542 shares of IWB stock, worth $1.3 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
3,542
Previous 3,542 -0.0%
Holding current value
$1.3 Million
Previous $1.2 Million 7.65%
% of portfolio
0.6%
Previous 0.59%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$272.36 - $339.57 $27,780 - $34,636
102 Added 2.97%
3,542 $1.2 Million
Q2 2024

Aug 12, 2024
BUY
$272.21 - $298.72 $544 - $597
2 Added 0.06%
3,440 $1.02 Billion
Q4 2023

Feb 15, 2024
BUY
$225.16 - $263.17 $774,100 - $904,778
3,438 New
3,438 $902 Million

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 Optimist Retirement Group LLC Portfolio

Follow Optimist Retirement Group 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 Optimist Retirement Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optimist Retirement Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email