York Bridge Wealth Partners, LLC Ishares Tr Russell 1000 ETF Transaction History

York Bridge Wealth Partners, LLC

  • $394 Million
  • Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 3,379 shares of IWB stock, worth $1.1 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,379
Previous 3,379 -0.0%
Holding current value
$1.1 Million
Previous $667,000 6.6%
% of portfolio
0.18%
Previous 0.17%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 15, 2022
BUY
$201.03 - $253.2 $1,005 - $1,266
5 Added 0.15%
3,379 $702,000
Q3 2021

Oct 22, 2021
BUY
$239.32 - $255.42 $717 - $766
3 Added 0.09%
3,374 $816,000
Q4 2020

Jan 19, 2021
BUY
$182.85 - $211.84 $94,350 - $109,309
516 Added 18.07%
3,371 $714,000
Q3 2020

Oct 19, 2020
BUY
$172.79 - $199.44 $5,183 - $5,983
30 Added 1.06%
2,855 $534,000
Q2 2020

Jul 20, 2020
BUY
$135.3 - $179.75 $5,412 - $7,190
40 Added 1.44%
2,825 $485,000
Q1 2020

Apr 16, 2020
BUY
$122.99 - $188.06 $2,582 - $3,949
21 Added 0.76%
2,785 $394,000
Q1 2019

May 09, 2019
SELL
N/A
-1,356 Reduced 32.91%
2,764 $435,000
Q4 2018

Feb 14, 2019
BUY
N/A
1,243 Added 43.2%
4,120 $571,000
Q3 2018

Nov 14, 2018
SELL
N/A
-5 Reduced 0.17%
2,877 $467,000
Q3 2017

Oct 27, 2017
SELL
N/A
-125 Reduced 4.16%
2,882 $403,000
Q2 2017

Aug 14, 2017
BUY
N/A
3,007
3,007 $408,000

Others Institutions Holding IWB

# of Institutions
1,468
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
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