Capital Advisors Wealth Management, LLC Ishares Russell 1000 Gr ETF Transaction History

Capital Advisors Wealth Management, LLC

$556 Million
Q4 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 89,455 shares of IWF stock, worth $37.2 Million. This represents 6.46% of its overall portfolio holdings.

Number of Shares

89,455

Previous 87,923 1.74%

Holding current value

$37.2 Million

Previous $33 Million 8.84%

% of portfolio

6.46%

Previous 6.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$370.24 - $418.94 $567,207 - $641,816	1,532 Added 1.74%	89,455 $35.9 Million
Q3 2024 Oct 15, 2024	SELL	$332.02 - $382.76 $623,533 - $718,823	-1,878 Reduced 2.09%	87,923 $33 Million
Q2 2024 Jul 16, 2024	BUY	$316.15 - $367.33 $7.35 Million - $8.54 Million	23,248 Added 34.93%	89,801 $32.7 Million
Q1 2024 Apr 12, 2024	BUY	$294.43 - $339.01 $2.58 Million - $2.97 Million	8,747 Added 15.13%	66,553 $22.4 Million
Q4 2023 Jan 08, 2024	BUY	$256.94 - $304.21 $5.08 Million - $6.02 Million	19,787 Added 52.05%	57,806 $17.5 Million
Q3 2023 Oct 10, 2023	BUY	$263.8 - $285.38 $9.21 Million - $9.96 Million	34,908 Added 1122.08%	38,019 $10.1 Million
Q2 2023 Jul 11, 2023	BUY	$239.31 - $275.18 $744,493 - $856,084	3,111 New	3,111 $856,000

Others Institutions Holding IWF

# of Institutions

2,271

Shares Held

200M

Call Options Held

346K

Put Options Held

136K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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Capital Advisors Wealth Management, LLC Ishares Russell 1000 Gr ETF Transaction History