Plum Street Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Plum Street Advisors, LLC

$259 Billion
Q3 2025

A detailed history of Plum Street Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Plum Street Advisors, LLC holds 8,841 shares of IWB stock, worth $3.25 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

8,841

Previous 9,132 3.19%

Holding current value

$3.25 Million

Previous $3.1 Billion 4.2%

% of portfolio

1.25%

Previous 1.37%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$339.37 - $366.46 $98,756 - $106,639	-291 Reduced 3.19%	8,841 $3.23 Billion
Q2 2025 Aug 11, 2025	SELL	$272.36 - $339.57 $96,687 - $120,547	-355 Reduced 3.74%	9,132 $3.1 Billion
Q1 2025 May 29, 2025	SELL	$302.31 - $337.54 $92,506 - $103,287	-306 Reduced 3.12%	9,487 $2.91 Billion
Q4 2024 May 29, 2025	SELL	$311.11 - $335.64 $50,710 - $54,709	-163 Reduced 1.64%	9,793 $3.15 Billion
Q3 2024 May 29, 2025	SELL	$283.28 - $314.39 $107,929 - $119,782	-381 Reduced 3.69%	9,956 $3.13 Billion

Q2 2024 May 29, 2025	BUY	$272.21 - $298.72 $103,712 - $113,812	381 Added 3.83%	10,337 $3.08 Billion
Q1 2024 May 29, 2025	SELL	$257.46 - $288.1 $244,586 - $273,695	-950 Reduced 8.71%	9,956 $3.13 Billion
Q4 2023 May 29, 2025	BUY	$225.16 - $263.17 $2.46 Million - $2.87 Million	10,906 New	10,906 $2.86 Billion

Others Institutions Holding IWB

# of Institutions

1,614

Shares Held

98.3M

Call Options Held

65.9K

Put Options Held

60.7K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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Plum Street Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History