Sea Crest Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Sea Crest Wealth Management, LLC

$916 Million
Q4 2024

A detailed history of Sea Crest Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 2,115 shares of IWB stock, worth $708,884. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,115

Previous 2,109 0.28%

Holding current value

$708,884

Previous $663,000 2.71%

% of portfolio

0.07%

Previous 0.07%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$311.11 - $335.64 $1,866 - $2,013	6 Added 0.28%	2,115 $681,000
Q3 2024 Oct 16, 2024	BUY	$283.28 - $314.39 $597,437 - $663,048	2,109 New	2,109 $663,000
Q2 2022 Aug 09, 2022	BUY	$201.03 - $253.2 $64,530 - $81,277	321 New	321 $67,000
Q1 2020 May 13, 2020	SELL	$122.99 - $188.06 $230,483 - $352,424	-1,874 Closed	0 $0
Q4 2019 Jan 22, 2020	BUY	$159.7 - $178.97 $299,277 - $335,389	1,874 New	1,874 $334,000
Q2 2019 Jul 19, 2019	SELL	N/A	-535 Closed	0 $0
Q1 2019 May 10, 2019	SELL	N/A	-2,199 Reduced 80.43%	535 $84,000
Q4 2018 Feb 13, 2019	BUY	N/A	2,620 Added 2298.25%	2,734 $379,000
Q3 2018 Nov 14, 2018	BUY	N/A	73 Added 178.05%	114 $18,000
Q2 2018 Aug 03, 2018	BUY	N/A	41 New	41 $6,000
Q1 2018 Apr 20, 2018	SELL	N/A	-1,655 Closed	0 $0
Q4 2017 Feb 02, 2018	BUY	N/A	1,655	1,655 $246,000

Others Institutions Holding IWB

# of Institutions

1,397

Shares Held

92.9M

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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Sea Crest Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History