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

Accurate Wealth Management, LLC

$426 Million
Q2 2024

A detailed history of Accurate Wealth Management, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 1,413 shares of IWF stock, worth $500,032. This represents 0.12% of its overall portfolio holdings.

Number of Shares

1,413

Previous 1,262 11.97%

Holding current value

$500,032

Previous $425,000 21.18%

% of portfolio

0.12%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$316.15 - $367.33 $47,738 - $55,466	151 Added 11.97%	1,413 $515,000
Q1 2024 Apr 22, 2024	SELL	$294.43 - $339.01 $52,997 - $61,021	-180 Reduced 12.48%	1,262 $425,000
Q4 2023 Jan 12, 2024	BUY	$256.94 - $304.21 $61,665 - $73,010	240 Added 19.97%	1,442 $437,000
Q3 2023 Oct 23, 2023	SELL	$263.8 - $285.38 $54,079 - $58,502	-205 Reduced 14.57%	1,202 $319,000
Q2 2023 Jul 24, 2023	BUY	$239.31 - $275.18 $4,068 - $4,678	17 Added 1.22%	1,407 $387,000

Q1 2023 Apr 13, 2023	SELL	$209.92 - $244.33 $655,160 - $762,553	-3,121 Reduced 69.19%	1,390 $339,000
Q4 2022 Jan 11, 2023	BUY	$210.27 - $232.89 $744,566 - $824,663	3,541 Added 365.05%	4,511 $0
Q3 2022 Nov 14, 2022	BUY	N/A	970 New	970 $208,000

Others Institutions Holding IWF

# of Institutions

2,088

Shares Held

200M

Call Options Held

346K

Put Options Held

69.9K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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