Wealth Plan Partners, LLC Ishares Tr Russell 1000 ETF Transaction History

Wealth Plan Partners, LLC

  • $591 Million
  • Q3 2025

A detailed history of Wealth Plan Partners, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 1,542 shares of IWB stock, worth $567,270. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,542
Previous 1,542 -0.0%
Holding current value
$567,270
Previous $523,000 7.65%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Jul 28, 2025
SELL
$272.36 - $339.57 $20,699 - $25,807
-76 Reduced 4.7%
1,542 $523,000
Q4 2024

Jan 30, 2025
SELL
$311.11 - $335.64 $10,888 - $11,747
-35 Reduced 2.12%
1,618 $521 Million
Q3 2024

Nov 05, 2024
SELL
$283.28 - $314.39 $14,163 - $15,719
-50 Reduced 2.94%
1,653 $520 Million
Q2 2024

Aug 09, 2024
BUY
$272.21 - $298.72 $9,527 - $10,455
35 Added 2.1%
1,703 $507 Million
Q2 2023

Jul 31, 2023
SELL
$221.85 - $243.74 $53,687 - $58,985
-242 Reduced 12.67%
1,668 $407 Million
Q1 2023

May 10, 2023
BUY
$208.78 - $230.55 $76,831 - $84,842
368 Added 23.87%
1,910 $430 Million
Q3 2021

Dec 09, 2021
BUY
$239.32 - $255.42 $369,031 - $393,857
1,542 New
1,542 $0

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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