River Wealth Advisors LLC Ishares Tr Russell 1000 ETF Transaction History

River Wealth Advisors LLC

$740 Million
Q3 2024

A detailed history of River Wealth Advisors LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, River Wealth Advisors LLC holds 5,980 shares of IWB stock, worth $1.98 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

5,980

Previous 5,980 -0.0%

Holding current value

$1.98 Million

Previous $1.78 Million 5.68%

% of portfolio

0.25%

Previous 0.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$257.46 - $288.1 $32,439 - $36,300	-126 Reduced 2.06%	5,980 $1.72 Million
Q3 2023 Nov 13, 2023	BUY	$234.05 - $252.17 $29,490 - $31,773	126 Added 2.11%	6,106 $1.43 Million
Q4 2022 Feb 10, 2023	SELL	$196.94 - $224.49 $31,510 - $35,918	-160 Reduced 2.61%	5,980 $1.26 Million
Q1 2021 May 11, 2021	SELL	$208.89 - $225.24 $9,400 - $10,135	-45 Reduced 0.73%	6,140 $1.37 Million
Q2 2020 Aug 11, 2020	BUY	$135.3 - $179.75 $836,830 - $1.11 Million	6,185 New	6,185 $1.06 Million
Q1 2019 May 07, 2019	SELL	N/A	-205 Closed	0 $0
Q4 2018 Jan 25, 2019	BUY	N/A	205 New	205 $28,000

Others Institutions Holding IWB

# of Institutions

1,373

Shares Held

93.3M

Call Options Held

221K

Put Options Held

52.5K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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River Wealth Advisors LLC Ishares Tr Russell 1000 ETF Transaction History