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

Warren Street Wealth Advisors, LLC

$238 Million
Q4 2024

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 3,350 shares of IWB stock, worth $1.1 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

3,350

Previous 3,421 2.08%

Holding current value

$1.1 Million

Previous $1.08 Million 0.37%

% of portfolio

0.45%

Previous 0.46%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,466

Shares Held

98.1M

Call Options Held

79.9K

Put Options Held

306K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

Track This Portfolio

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.

Account

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