Alera Investment Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History

Alera Investment Advisors, LLC

  • $822 Million
  • Q2 2024

A detailed history of Alera Investment Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Alera Investment Advisors, LLC holds 126,078 shares of IWF stock, worth $44.7 Million. This represents 5.59% of its overall portfolio holdings.

Number of Shares
126,078
Previous 426,495 70.44%
Holding current value
$44.7 Million
Previous $144 Million 68.03%
% of portfolio
5.59%
Previous 19.58%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$316.15 - $367.33 $95 Million - $110 Million
-300,417 Reduced 70.44%
126,078 $46 Million
Q1 2024

May 10, 2024
SELL
$294.43 - $339.01 $13 Million - $14.9 Million
-44,079 Reduced 9.37%
426,495 $144 Million
Q4 2023

Jan 23, 2024
BUY
$256.94 - $304.21 $1.84 Million - $2.17 Million
7,145 Added 1.54%
470,574 $143 Million
Q3 2023

Oct 11, 2023
BUY
$263.8 - $285.38 $65.8 Million - $71.2 Million
249,361 Added 116.49%
463,429 $123 Million
Q2 2023

Jul 26, 2023
BUY
$239.31 - $275.18 $610,958 - $702,534
2,553 Added 1.21%
214,068 $58.9 Million
Q1 2023

May 01, 2023
BUY
$209.92 - $244.33 $2.33 Million - $2.71 Million
11,102 Added 5.54%
211,515 $51.7 Million
Q4 2022

Feb 02, 2023
BUY
$210.27 - $232.89 $1.6 Million - $1.77 Million
7,618 Added 3.95%
200,413 $42.9 Million
Q3 2022

Nov 09, 2022
BUY
N/A
11,702 Added 6.46%
192,795 $40.6 Million
Q2 2022

Aug 08, 2022
SELL
N/A
-4,455 Reduced 2.4%
181,093 $39.6 Million
Q1 2022

May 10, 2022
BUY
N/A
7,669 Added 4.31%
185,548 $51.5 Million
Q4 2021

Jan 26, 2022
BUY
N/A
7,266 Added 4.26%
177,879 $54.4 Million
Q3 2021

Nov 15, 2021
BUY
N/A
123,850 Added 264.85%
170,613 $46.8 Million
Q3 2021

Nov 09, 2021
SELL
N/A
-111,487 Reduced 70.45%
46,763 $46.8 Million
Q2 2021

Aug 05, 2021
BUY
N/A
9,136 Added 6.13%
158,250 $43.2 Million
Q1 2021

May 12, 2021
BUY
N/A
10,930 Added 7.91%
149,114 $36.3 Million
Q4 2020

Feb 08, 2021
BUY
N/A
4,992 Added 3.75%
138,184 $33.3 Million
Q3 2020

Nov 09, 2020
BUY
N/A
6,601 Added 5.21%
133,192 $28.9 Million
Q2 2020

Aug 11, 2020
SELL
N/A
-12,006 Reduced 8.66%
126,591 $24.3 Million
Q1 2020

Apr 29, 2020
BUY
N/A
14,455 Added 11.64%
138,597 $20.4 Million
Q4 2019

Jan 29, 2020
BUY
N/A
10,431 Added 9.17%
124,142 $21.9 Million
Q3 2019

Oct 25, 2019
BUY
N/A
10,874 Added 10.57%
113,711 $18.2 Million
Q2 2019

Aug 07, 2019
BUY
N/A
6,231 Added 6.45%
102,837 $16.2 Million
Q1 2019

May 14, 2019
BUY
N/A
10,095 Added 11.67%
96,606 $14.6 Million
Q4 2018

Feb 14, 2019
BUY
N/A
86,511 New
86,511 $11.3 Million

Others Institutions Holding IWF

# of Institutions
2,143
Shares Held
202M
Call Options Held
396K
Put Options Held
84.5K
View Full List

About ISHARES RUSSELL 1000 GR ETF

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

Track Alera Investment Advisors, LLC Portfolio

Follow Alera Investment Advisors, 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 Alera Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alera Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email