9258 Wealth Management, LLC Ishares Russell 1000 Gr ETF Transaction History

9258 Wealth Management, LLC

$664 Million
Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 4,266 shares of IWF stock, worth $1.78 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

4,266

Previous 4,244 0.52%

Holding current value

$1.78 Million

Previous $1.55 Million 3.56%

% of portfolio

0.24%

Previous 0.24%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$332.02 - $382.76 $7,304 - $8,420	22 Added 0.52%	4,266 $1.6 Million
Q1 2024 May 03, 2024	BUY	$294.43 - $339.01 $305,029 - $351,214	1,036 Added 32.29%	4,244 $1.43 Million
Q4 2023 Feb 06, 2024	BUY	$256.94 - $304.21 $108,685 - $128,680	423 Added 15.19%	3,208 $972,000
Q3 2023 Nov 08, 2023	BUY	$263.8 - $285.38 $124,249 - $134,413	471 Added 20.35%	2,785 $740,000
Q2 2023 Aug 08, 2023	SELL	$239.31 - $275.18 $25,606 - $29,444	-107 Reduced 4.42%	2,314 $636,000
Q1 2023 May 03, 2023	SELL	$209.92 - $244.33 $108,318 - $126,074	-516 Reduced 17.57%	2,421 $591,000
Q4 2022 Feb 03, 2023	BUY	$207.03 - $232.89 $152,374 - $171,407	736 Added 33.44%	2,937 $629,000
Q3 2022 Nov 08, 2022	SELL	$210.4 - $257.47 $25,037 - $30,638	-119 Reduced 5.13%	2,201 $463,000
Q2 2022 Aug 04, 2022	SELL	$209.9 - $283.21 $10,495 - $14,160	-50 Reduced 2.11%	2,320 $507,000
Q1 2022 May 13, 2022	BUY	$246.62 - $307.78 $86,563 - $108,030	351 Added 17.38%	2,370 $658,000
Q4 2021 Feb 11, 2022	BUY	$270.99 - $309.52 $11,652 - $13,309	43 Added 2.18%	2,019 $617,000
Q4 2020 Feb 10, 2021	BUY	$209.58 - $241.25 $414,130 - $476,710	1,976 New	1,976 $476,000

Others Institutions Holding IWF

# of Institutions

2,219

Shares Held

204M

Call Options Held

346K

Put Options Held

136K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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9258 Wealth Management, LLC Ishares Russell 1000 Gr ETF Transaction History