Bragg Financial Advisors, Inc Ishares Russell 1000 Gr ETF Transaction History

Bragg Financial Advisors, Inc

$2.4 Billion
Q1 2025

A detailed history of Bragg Financial Advisors, Inc transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Bragg Financial Advisors, Inc holds 1,904 shares of IWF stock, worth $760,514. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,904

Previous 1,323 43.92%

Holding current value

$760,514

Previous $531,000 29.38%

% of portfolio

0.03%

Previous 0.02%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$360.07 - $417.26 $209,200 - $242,428	581 Added 43.92%	1,904 $687,000
Q4 2024 Feb 13, 2025	SELL	$370.24 - $418.94 $39,615 - $44,826	-107 Reduced 7.48%	1,323 $531,000
Q3 2024 Nov 14, 2024	SELL	$332.02 - $382.76 $9,296 - $10,717	-28 Reduced 1.92%	1,430 $536,000
Q2 2024 Aug 15, 2024	SELL	$316.15 - $367.33 $33,195 - $38,569	-105 Reduced 6.72%	1,458 $531,000
Q1 2024 May 14, 2024	SELL	$294.43 - $339.01 $48,875 - $56,275	-166 Reduced 9.6%	1,563 $526,000
Q4 2023 Feb 14, 2024	SELL	$256.94 - $304.21 $312,182 - $369,615	-1,215 Reduced 41.27%	1,729 $524,000
Q3 2023 Nov 14, 2023	SELL	$263.8 - $285.38 $25,588 - $27,681	-97 Reduced 3.19%	2,944 $783,000
Q2 2023 Aug 15, 2023	SELL	$239.31 - $275.18 $234,284 - $269,401	-979 Reduced 24.35%	3,041 $836,000
Q1 2023 May 15, 2023	SELL	$209.92 - $244.33 $32,957 - $38,359	-157 Reduced 3.76%	4,020 $982,000
Q4 2022 Feb 14, 2023	SELL	$207.03 - $232.89 $118,421 - $133,213	-572 Reduced 12.04%	4,177 $894,000
Q3 2022 Nov 14, 2022	SELL	$210.4 - $257.47 $368,831 - $451,344	-1,753 Reduced 26.96%	4,749 $999,000
Q2 2022 Aug 15, 2022	SELL	$209.9 - $283.21 $89,207 - $120,364	-425 Reduced 6.14%	6,502 $1.42 Million
Q1 2022 May 11, 2022	BUY	$246.62 - $307.78 $103,580 - $129,267	420 Added 6.45%	6,927 $1.92 Million
Q3 2021 Nov 15, 2021	SELL	$272.07 - $292.68 $23,398 - $25,170	-86 Reduced 1.3%	6,507 $1.78 Million
Q2 2021 Aug 16, 2021	BUY	$244.58 - $272.16 $50,628 - $56,337	207 Added 3.24%	6,593 $1.79 Million
Q1 2021 May 14, 2021	BUY	$230.04 - $254.69 $1.15 Million - $1.27 Million	5,001 Added 361.08%	6,386 $1.55 Million
Q4 2020 Feb 11, 2021	SELL	$209.58 - $241.25 $31,437 - $36,187	-150 Reduced 9.77%	1,385 $334,000
Q3 2020 Nov 13, 2020	SELL	$194.64 - $233.83 $44,767 - $53,780	-230 Reduced 13.03%	1,535 $333,000
Q2 2020 Aug 14, 2020	SELL	$144.16 - $193.61 $195,192 - $262,147	-1,354 Reduced 43.41%	1,765 $339,000
Q1 2020 May 15, 2020	BUY	$131.63 - $192.29 $178,227 - $260,360	1,354 Added 76.71%	3,119 $470,000
Q3 2019 Nov 14, 2019	BUY	$158.47 - $162.55 $279,699 - $286,900	1,765 New	1,765 $282,000
Q4 2018 Feb 14, 2019	SELL	N/A	-3,242 Closed	0 $0
Q2 2018 Aug 14, 2018	SELL	N/A	-96 Reduced 2.88%	3,242 $466,000
Q4 2017 Feb 14, 2018	BUY	N/A	3,338	3,338 $450,000

Others Institutions Holding IWF

# of Institutions

2,435

Shares Held

213M

Call Options Held

356K

Put Options Held

86.1K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

More about IWF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bragg Financial Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Bragg Financial Advisors, Inc with notifications on news.

Account

Bragg Financial Advisors, Inc Ishares Russell 1000 Gr ETF Transaction History