A detailed history of Wealth Alliance transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Wealth Alliance holds 1,320 shares of IWB stock, worth $431,732. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,320
Previous 1,198 10.18%
Holding current value
$431,732
Previous $356,000 16.29%
% of portfolio
0.05%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$283.28 - $314.39 $34,560 - $38,355
122 Added 10.18%
1,320 $414,000
Q2 2024

Aug 09, 2024

SELL
$272.21 - $298.72 $139,099 - $152,645
-511 Reduced 29.9%
1,198 $356,000
Q1 2024

May 10, 2024

SELL
$257.46 - $288.1 $452,872 - $506,767
-1,759 Reduced 50.72%
1,709 $492,000
Q4 2023

Jan 30, 2024

SELL
$225.16 - $263.17 $57,866 - $67,634
-257 Reduced 6.9%
3,468 $909,000
Q3 2023

Nov 09, 2023

BUY
$234.05 - $252.17 $62,257 - $67,077
266 Added 7.69%
3,725 $875,000
Q2 2023

Aug 02, 2023

SELL
$221.85 - $243.74 $52,134 - $57,278
-235 Reduced 6.36%
3,459 $843,000
Q1 2023

May 10, 2023

BUY
$208.78 - $230.55 $188,737 - $208,417
904 Added 32.4%
3,694 $831,000
Q4 2022

Feb 13, 2023

SELL
$196.94 - $224.49 $88,623 - $101,020
-450 Reduced 13.89%
2,790 $587,000
Q3 2022

Nov 14, 2022

BUY
$197.33 - $237.63 $183,516 - $220,995
930 Added 40.26%
3,240 $640,000
Q2 2022

Oct 11, 2022

BUY
$201.03 - $253.2 $136,097 - $171,416
677 Added 41.46%
2,310 $480,000
Q2 2022

Aug 15, 2022

BUY
$201.03 - $253.2 $60,711 - $76,466
302 Added 22.69%
1,633 $339,000
Q1 2022

May 10, 2022

BUY
$230.48 - $266.11 $306,768 - $354,192
1,331 New
1,331 $333,000

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Wealth Alliance Portfolio

Follow Wealth Alliance 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 Wealth Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Alliance with notifications on news.