Burt Wealth Advisors Ishares Russell 1000 Gr ETF Transaction History

Burt Wealth Advisors

$399 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 16, 2024	BUY	$316.15 - $367.33 $181,786 - $211,214	575 New	575 $209,000
Q2 2023 Jul 18, 2023	SELL	$239.31 - $275.18 $88,544 - $101,816	-370 Reduced 31.36%	810 $222,000
Q1 2023 Apr 13, 2023	SELL	$209.92 - $244.33 $3,358 - $3,909	-16 Reduced 1.34%	1,180 $288,000
Q4 2022 Jan 17, 2023	SELL	$207.03 - $232.89 $52,378 - $58,921	-253 Reduced 17.46%	1,196 $256,000
Q4 2021 Jan 13, 2022	SELL	$270.99 - $309.52 $10,026 - $11,452	-37 Reduced 2.49%	1,449 $443,000
Q2 2021 Jul 14, 2021	SELL	$244.58 - $272.16 $13,941 - $15,513	-57 Reduced 3.69%	1,486 $403,000
Q1 2021 Apr 15, 2021	BUY	$230.04 - $254.69 $13,112 - $14,517	57 Added 3.84%	1,543 $375,000
Q2 2020 Aug 05, 2020	SELL	$144.16 - $193.61 $144 - $193	-1 Reduced 0.07%	1,486 $285,000
Q1 2019 Apr 24, 2019	SELL	N/A	-9 Reduced 0.6%	1,487 $225,000
Q1 2018 Apr 24, 2018	BUY	N/A	46 Added 3.17%	1,496 $204,000
Q2 2017 Aug 07, 2017	BUY	N/A	1,450	1,450 $172,000

Others Institutions Holding IWF

# of Institutions

2,216

Shares Held

204M

Call Options Held

346K

Put Options Held

136K

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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