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

Capital Advisors Wealth Management, LLC

  • $560 Million
  • Q1 2025

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 79,899 shares of IWF stock, worth $29.1 Million. This represents 5.15% of its overall portfolio holdings.

Number of Shares
79,899
Previous 89,455 10.68%
Holding current value
$29.1 Million
Previous $35.9 Million 19.69%
% of portfolio
5.15%
Previous 6.46%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$360.07 - $417.26 $3.44 Million - $3.99 Million
-9,556 Reduced 10.68%
79,899 $28.9 Million
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
2,443
Shares Held
213M
Call Options Held
404K
Put Options Held
131K
View Full List

About ISHARES RUSSELL 1000 GR ETF

IWF Quotes by TradingView
  • Ticker IWF
  • Sector ETFs
  • Industry ETFs
More about IWF
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