Beverly Hills Private Wealth, LLC Ishares Russell 1000 Gr ETF Transaction History

Beverly Hills Private Wealth, LLC

$495 Billion
Q4 2024

A detailed history of Beverly Hills Private Wealth, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 1,560 shares of IWF stock, worth $566,997. This represents 0.13% of its overall portfolio holdings.

Number of Shares

1,560

Previous 1,577 1.08%

Holding current value

$566,997

Previous $592 Million 5.85%

% of portfolio

0.13%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$370.24 - $418.94 $6,294 - $7,121	-17 Reduced 1.08%	1,560 $626 Million
Q3 2024 Nov 12, 2024	SELL	$332.02 - $382.76 $2,324 - $2,679	-7 Reduced 0.44%	1,577 $592 Million
Q2 2024 Aug 07, 2024	SELL	$316.15 - $367.33 $2,213 - $2,571	-7 Reduced 0.44%	1,584 $578 Million
Q1 2024 May 08, 2024	SELL	$294.43 - $339.01 $141,031 - $162,385	-479 Reduced 23.14%	1,591 $536 Million
Q4 2023 Jan 29, 2024	BUY	$256.94 - $304.21 $162,899 - $192,869	634 Added 44.15%	2,070 $628 Million
Q3 2023 Nov 08, 2023	SELL	$263.8 - $285.38 $179,120 - $193,773	-679 Reduced 32.1%	1,436 $382 Million
Q2 2023 Aug 09, 2023	BUY	$239.31 - $275.18 $147,175 - $169,235	615 Added 41.0%	2,115 $584 Million
Q1 2023 May 03, 2023	BUY	$209.92 - $244.33 $20,782 - $24,188	99 Added 7.07%	1,500 $366 Million
Q4 2022 Feb 13, 2023	BUY	$207.03 - $232.89 $290,049 - $326,278	1,401 New	1,401 $300 Million

Others Institutions Holding IWF

# of Institutions

2,460

Shares Held

210M

Call Options Held

404K

Put Options Held

131K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
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Beverly Hills Private Wealth, LLC Ishares Russell 1000 Gr ETF Transaction History