Wealth Plan Investment Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 2,125 shares of IWB stock, worth $781,745. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,125
Previous 2,125 -0.0%
Holding current value
$781,745
Previous $721,000 7.63%
% of portfolio
0.06%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$272.36 - $339.57 $578,765 - $721,586
2,125 New
2,125 $721,000
Q3 2023

Nov 09, 2023
BUY
$234.05 - $252.17 $390,395 - $420,619
1,668 New
1,668 $391,000
Q1 2022

Sep 07, 2022
BUY
$230.48 - $266.11 $355,400 - $410,341
1,542 New
1,542 $351,000

Others Institutions Holding IWB

# of Institutions
1,632
Shares Held
98.6M
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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