Westshore Wealth, LLC Ishares Tr Russell 1000 ETF Transaction History

Westshore Wealth, LLC

  • $241 Million
  • Q3 2024

A detailed history of Westshore Wealth, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Westshore Wealth, LLC holds 5,556 shares of IWB stock, worth $1.81 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
5,556
Previous 5,675 2.1%
Holding current value
$1.81 Million
Previous $1.69 Million 3.44%
% of portfolio
0.73%
Previous 0.7%

Shares

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

Nov 12, 2024
SELL
$283.28 - $314.39 $33,710 - $37,412
-119 Reduced 2.1%
5,556 $1.75 Million
Q2 2024

Oct 31, 2024
SELL
$272.21 - $298.72 $77,579 - $85,135
-285 Reduced 4.78%
5,675 $1.69 Million
Q1 2024

Oct 31, 2024
SELL
$257.46 - $288.1 $43,510 - $48,688
-169 Reduced 2.76%
5,960 $1.72 Million
Q4 2023

Feb 15, 2024
SELL
$225.16 - $263.17 $101,322 - $118,426
-450 Reduced 6.84%
6,129 $1.61 Million
Q3 2023

Feb 15, 2024
SELL
$234.05 - $252.17 $317,371 - $341,942
-1,356 Reduced 17.09%
6,579 $1.55 Million
Q2 2023

Sep 05, 2023
SELL
$221.85 - $243.74 $246,253 - $270,551
-1,110 Reduced 12.27%
7,935 $1.93 Million
Q1 2023

May 12, 2023
SELL
$208.78 - $230.55 $172,661 - $190,664
-827 Reduced 8.38%
9,045 $2.04 Million
Q4 2022

Feb 14, 2023
BUY
$196.94 - $224.49 $1.94 Million - $2.22 Million
9,872 New
9,872 $2.08 Million
Q3 2021

Nov 16, 2021
SELL
$239.32 - $255.42 $221,610 - $236,518
-926 Closed
0 $0
Q2 2021

Aug 19, 2021
SELL
$226.48 - $242.11 $2,717 - $2,905
-12 Reduced 1.28%
926 $224,000
Q1 2021

May 14, 2021
BUY
$208.89 - $225.24 $195,938 - $211,275
938 New
938 $210,000

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

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Westshore Wealth, LLC Portfolio

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

News

Stay updated on Westshore Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email