Welch & Forbes LLC Ishares Tr Russell 1000 ETF Transaction History

Welch & Forbes LLC

$8.21 Billion
Q3 2025

A detailed history of Welch & Forbes LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Welch & Forbes LLC holds 9,045 shares of IWB stock, worth $3.33 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,045

Previous 9,045 -0.0%

Holding current value

$3.33 Million

Previous $3.07 Million 7.62%

% of portfolio

0.04%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$272.36 - $339.57 $239,949 - $299,161	881 Added 10.79%	9,045 $3.07 Million
Q1 2025 May 02, 2025	SELL	$302.31 - $337.54 $57,438 - $64,132	-190 Reduced 2.27%	8,164 $2.5 Million
Q1 2024 May 02, 2024	SELL	$257.46 - $288.1 $45,055 - $50,417	-175 Reduced 2.05%	8,354 $2.41 Million
Q4 2023 Feb 06, 2024	SELL	$225.16 - $263.17 $73,177 - $85,530	-325 Reduced 3.67%	8,529 $2.24 Million
Q3 2023 Nov 02, 2023	BUY	$234.05 - $252.17 $248,093 - $267,300	1,060 Added 13.6%	8,854 $2.08 Million

Q2 2023 Jul 28, 2023	BUY	$221.85 - $243.74 $351,410 - $386,084	1,584 Added 25.51%	7,794 $1.9 Million
Q1 2023 Apr 14, 2023	SELL	$208.78 - $230.55 $46,975 - $51,873	-225 Reduced 3.5%	6,210 $1.4 Million
Q4 2022 Feb 02, 2023	SELL	$196.94 - $224.49 $98,470 - $112,245	-500 Reduced 7.21%	6,435 $1.35 Million
Q1 2022 Apr 25, 2022	SELL	$230.48 - $266.11 $94,496 - $109,105	-410 Reduced 5.58%	6,935 $1.73 Million
Q4 2021 Jan 19, 2022	BUY	$241.33 - $266.02 $237,710 - $262,029	985 Added 15.49%	7,345 $1.94 Million
Q3 2020 Oct 23, 2020	SELL	$172.79 - $199.44 $44,925 - $51,854	-260 Reduced 3.93%	6,360 $1.19 Million
Q3 2018 Oct 17, 2018	SELL	N/A	-100 Reduced 1.49%	6,620 $1.07 Million
Q2 2018 Jul 16, 2018	SELL	N/A	-130 Reduced 1.9%	6,720 $1.02 Million
Q1 2018 Apr 12, 2018	BUY	N/A	650 Added 10.48%	6,850 $1.01 Million
Q3 2017 Nov 13, 2017	BUY	N/A	6,200	6,200 $867,000

Others Institutions Holding IWB

# of Institutions

1,627

Shares Held

98.5M

Call Options Held

65.9K

Put Options Held

60.7K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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