Shelton Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Shelton Wealth Management, LLC

  • $213 Million
  • Q3 2025

A detailed history of Shelton Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 15,683 shares of IWB stock, worth $5.77 Million. This represents 2.7% of its overall portfolio holdings.

Number of Shares
15,683
Previous 15,524 1.02%
Holding current value
$5.77 Million
Previous $5.27 Million 8.73%
% of portfolio
2.7%
Previous 2.63%

Shares

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

Oct 09, 2025
BUY
$339.37 - $366.46 $53,959 - $58,267
159 Added 1.02%
15,683 $5.73 Million
Q2 2025

Jul 11, 2025
SELL
$272.36 - $339.57 $256,835 - $320,214
-943 Reduced 5.73%
15,524 $5.27 Million
Q1 2025

Apr 21, 2025
BUY
$302.31 - $337.54 $302 - $337
1 Added 0.01%
16,467 $5.05 Million
Q4 2024

Jan 15, 2025
SELL
$311.11 - $335.64 $93,333 - $100,692
-300 Reduced 1.79%
16,466 $5.3 Million
Q3 2024

Oct 21, 2024
SELL
$283.28 - $314.39 $33,710 - $37,412
-119 Reduced 0.7%
16,766 $5.27 Million
Q2 2024

Jul 23, 2024
SELL
$272.21 - $298.72 $329,374 - $361,451
-1,210 Reduced 6.69%
16,885 $5.02 Million
Q1 2024

May 14, 2024
SELL
$257.46 - $288.1 $504,879 - $564,964
-1,961 Reduced 9.78%
18,095 $5.21 Million
Q4 2023

Feb 14, 2024
SELL
$225.16 - $263.17 $1.22 Million - $1.43 Million
-5,429 Reduced 21.3%
20,056 $5.26 Million
Q3 2023

Nov 01, 2023
SELL
$234.05 - $252.17 $205,261 - $221,153
-877 Reduced 3.33%
25,485 $5.99 Million
Q2 2023

Aug 01, 2023
SELL
$221.85 - $243.74 $97,170 - $106,758
-438 Reduced 1.63%
26,362 $6.43 Million
Q1 2023

May 08, 2023
SELL
$208.78 - $230.55 $1.03 Million - $1.14 Million
-4,924 Reduced 15.52%
26,800 $6.04 Million
Q4 2022

Feb 09, 2023
BUY
$196.94 - $224.49 $13,785 - $15,714
70 Added 0.22%
31,724 $6.68 Million
Q3 2022

Nov 08, 2022
SELL
$197.33 - $237.63 $39,071 - $47,050
-198 Reduced 0.62%
31,654 $6.25 Million
Q2 2022

Jul 28, 2022
SELL
$201.03 - $253.2 $165,045 - $207,877
-821 Reduced 2.51%
31,852 $6.62 Million
Q1 2022

May 10, 2022
SELL
$230.48 - $266.11 $129,760 - $149,819
-563 Reduced 1.69%
32,673 $8.17 Million
Q4 2021

Jan 26, 2022
BUY
$241.33 - $266.02 $8.02 Million - $8.84 Million
33,236 New
33,236 $8.79 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
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