Warren Street Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Warren Street Wealth Advisors, LLC

  • $248 Million
  • Q1 2025

A detailed history of Warren Street Wealth Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Warren Street Wealth Advisors, LLC holds 3,314 shares of IWB stock, worth $957,381. This represents 0.41% of its overall portfolio holdings.

Number of Shares
3,314
Previous 3,350 1.07%
Holding current value
$957,381
Previous $1.08 Million 6.39%
% of portfolio
0.41%
Previous 0.45%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
$302.31 - $337.54 $10,883 - $12,151
-36 Reduced 1.07%
3,314 $1.01 Million
Q4 2024

Jan 29, 2025
SELL
$311.11 - $335.64 $22,088 - $23,830
-71 Reduced 2.08%
3,350 $1.08 Million
Q3 2024

Oct 18, 2024
SELL
$283.28 - $314.39 $33,993 - $37,726
-120 Reduced 3.39%
3,421 $1.08 Million
Q2 2024

Jul 30, 2024
SELL
$272.21 - $298.72 $34,842 - $38,236
-128 Reduced 3.49%
3,541 $1.05 Million
Q1 2024

Apr 30, 2024
SELL
$257.46 - $288.1 $22,656 - $25,352
-88 Reduced 2.34%
3,669 $1.06 Million
Q4 2023

Mar 19, 2024
SELL
$225.16 - $263.17 $73,402 - $85,793
-326 Reduced 7.98%
3,757 $985,000
Q2 2023

Jul 17, 2023
BUY
$221.85 - $243.74 $1,774 - $1,949
8 Added 0.2%
4,083 $995,000
Q1 2023

Apr 28, 2023
BUY
$208.78 - $230.55 $212,329 - $234,469
1,017 Added 33.26%
4,075 $917,000
Q4 2022

Feb 01, 2023
BUY
$196.94 - $224.49 $602,242 - $686,490
3,058 New
3,058 $643,000

Others Institutions Holding IWB

# of Institutions
1,475
Shares Held
98.1M
Call Options Held
79.9K
Put Options Held
306K
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 Warren Street Wealth Advisors, LLC Portfolio

Follow Warren Street Wealth Advisors, 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 Warren Street Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warren Street Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email