Independent Solutions Wealth Management, LLC Ishares Russell 1000 Gr ETF Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

A detailed history of Independent Solutions Wealth Management, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 3,729 shares of IWF stock, worth $1.5 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

3,729

Previous 3,674 1.5%

Holding current value

$1.5 Million

Previous $1.34 Billion 4.52%

% of portfolio

0.32%

Previous 0.31%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Dec 19, 2024	BUY	$332.02 - $382.76 $18,261 - $21,051	55 Added 1.5%	3,729 $1.4 Billion
Q2 2024 Dec 19, 2024	BUY	$316.15 - $367.33 $232,686 - $270,354	736 Added 25.05%	3,674 $1.34 Billion
Q1 2024 Dec 19, 2024	BUY	$294.43 - $339.01 $57,119 - $65,767	194 Added 7.07%	2,938 $990 Million
Q4 2023 Dec 19, 2024	BUY	$256.94 - $304.21 $382,583 - $452,968	1,489 Added 118.65%	2,744 $832 Million
Q3 2023 Dec 19, 2024	SELL	$263.8 - $285.38 $133,219 - $144,116	-505 Reduced 28.69%	1,255 $334 Million
Q2 2023 Dec 19, 2024	BUY	$239.31 - $275.18 $81,604 - $93,836	341 Added 24.03%	1,760 $484 Million
Q1 2023 Dec 19, 2024	BUY	$209.92 - $244.33 $52,480 - $61,082	250 Added 21.39%	1,419 $347 Million
Q2 2022 Dec 19, 2024	SELL	$209.9 - $283.21 $30,015 - $40,499	-143 Reduced 10.9%	1,169 $256 Million
Q1 2022 Dec 19, 2024	SELL	$246.62 - $307.78 $143,286 - $178,820	-581 Reduced 30.69%	1,312 $364 Million
Q4 2021 Dec 19, 2024	BUY	$270.99 - $309.52 $149,857 - $171,164	553 Added 41.27%	1,893 $578 Million
Q3 2021 Dec 19, 2024	BUY	$272.07 - $292.68 $39,722 - $42,731	146 Added 12.23%	1,340 $367 Million
Q2 2021 Dec 19, 2024	BUY	$244.58 - $272.16 $31,550 - $35,108	129 Added 12.11%	1,194 $324 Million
Q1 2021 Dec 19, 2024	SELL	$230.04 - $254.69 $108,348 - $119,958	-471 Reduced 30.66%	1,065 $259 Million
Q3 2020 Dec 19, 2024	BUY	$194.64 - $233.83 $2,530 - $3,039	13 Added 0.85%	1,536 $333 Million
Q4 2019 Dec 13, 2024	BUY	$155.29 - $176.84 $236,506 - $269,327	1,523 New	1,523 $268 Million

Others Institutions Holding IWF

# of Institutions

2,241

Shares Held

200M

Call Options Held

346K

Put Options Held

136K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
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Independent Solutions Wealth Management, LLC Ishares Russell 1000 Gr ETF Transaction History