Arete Wealth Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History

Arete Wealth Advisors, LLC

$1.31 Billion
Q1 2025

A detailed history of Arete Wealth Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 28,934 shares of IWF stock, worth $12.8 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

28,934

Previous 26,388 9.65%

Holding current value

$12.8 Million

Previous $10.6 Million 1.73%

% of portfolio

0.8%

Previous 0.77%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$360.07 - $417.26 $916,738 - $1.06 Million	2,546 Added 9.65%	28,934 $10.4 Million
Q4 2024 Feb 12, 2025	BUY	$370.24 - $418.94 $211,036 - $238,795	570 Added 2.21%	26,388 $10.6 Million
Q3 2024 Nov 14, 2024	BUY	$332.02 - $382.76 $2.13 Million - $2.46 Million	6,425 Added 33.13%	25,818 $9.64 Million
Q2 2024 Aug 13, 2024	SELL	$316.15 - $367.33 $234,583 - $272,558	-742 Reduced 3.69%	19,393 $7.09 Million
Q1 2024 May 15, 2024	BUY	$294.43 - $339.01 $15,015 - $17,289	51 Added 0.25%	20,135 $6.79 Million
Q4 2023 Feb 14, 2024	BUY	$256.94 - $304.21 $3.76 Million - $4.46 Million	14,645 Added 269.26%	20,084 $6.09 Million
Q3 2023 Oct 30, 2023	SELL	$263.8 - $285.38 $4.04 Million - $4.37 Million	-15,325 Reduced 73.81%	5,439 $1.45 Million
Q2 2023 Aug 09, 2023	BUY	$239.31 - $275.18 $1.27 Million - $1.46 Million	5,303 Added 34.3%	20,764 $5.71 Million
Q1 2023 May 01, 2023	SELL	$209.92 - $244.33 $29,178 - $33,961	-139 Reduced 0.89%	15,461 $3.78 Million
Q4 2022 Feb 06, 2023	SELL	$207.03 - $232.89 $69,769 - $78,483	-337 Reduced 2.11%	15,600 $3.34 Million
Q3 2022 Nov 07, 2022	BUY	$210.4 - $257.47 $79,320 - $97,066	377 Added 2.42%	15,937 $3.35 Million
Q2 2022 Aug 15, 2022	BUY	$209.9 - $283.21 $271,610 - $366,473	1,294 Added 9.07%	15,560 $3.41 Million
Q1 2022 May 06, 2022	SELL	$246.62 - $307.78 $738,873 - $922,108	-2,996 Reduced 17.36%	14,266 $3.96 Million
Q4 2021 Feb 07, 2022	BUY	$270.99 - $309.52 $18,969 - $21,666	70 Added 0.41%	17,262 $5.27 Million
Q3 2021 Nov 15, 2021	BUY	$272.07 - $292.68 $161,065 - $173,266	592 Added 3.57%	17,192 $4.71 Million
Q2 2021 Aug 09, 2021	BUY	$244.58 - $272.16 $1.39 Million - $1.55 Million	5,685 Added 52.08%	16,600 $421,000
Q1 2021 May 10, 2021	BUY	$230.04 - $254.69 $1.34 Million - $1.49 Million	5,845 Added 115.29%	10,915 $2.66 Million
Q4 2020 Feb 08, 2021	BUY	$209.58 - $241.25 $158,442 - $182,385	756 Added 17.52%	5,070 $1.21 Million
Q3 2020 Nov 09, 2020	BUY	$194.64 - $233.83 $40,290 - $48,402	207 Added 5.04%	4,314 $930,000
Q2 2020 Aug 11, 2020	SELL	$144.16 - $193.61 $370,058 - $496,996	-2,567 Reduced 38.46%	4,107 $788,000
Q1 2020 May 14, 2020	BUY	$131.63 - $192.29 $26,852 - $39,227	204 Added 3.15%	6,674 $1 Million
Q4 2019 Feb 14, 2020	SELL	$155.29 - $176.84 $103,578 - $117,952	-667 Reduced 9.35%	6,470 $1.14 Million
Q3 2019 Nov 13, 2019	SELL	$158.47 - $162.55 $132,639 - $136,054	-837 Reduced 10.5%	7,137 $1.14 Million
Q2 2019 Aug 14, 2019	SELL	N/A	-23 Reduced 0.29%	7,974 $1.26 Million
Q1 2019 May 15, 2019	SELL	N/A	-1,202 Reduced 13.07%	7,997 $1.21 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-3,213 Reduced 25.89%	9,199 $1.2 Million
Q3 2018 Nov 14, 2018	BUY	N/A	2,180 Added 21.31%	12,412 $1.94 Million
Q2 2018 Aug 14, 2018	BUY	N/A	3,383 Added 49.39%	10,232 $1.47 Million
Q1 2018 May 15, 2018	SELL	N/A	-1,507 Reduced 18.03%	6,849 $932,000
Q4 2017 Feb 14, 2018	BUY	N/A	3,510 Added 72.43%	8,356 $1.13 Million
Q3 2017 Nov 15, 2017	BUY	N/A	4,846	4,846 $606,000

Others Institutions Holding IWF

# of Institutions

2,497

Shares Held

226M

Call Options Held

356K

Put Options Held

86.1K

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About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
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Arete Wealth Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History