Epic Trust Investment Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History

Epic Trust Investment Advisors, LLC

  • $84.7 Million
  • Q2 2024

A detailed history of Epic Trust Investment Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 11,565 shares of IWF stock, worth $4.56 Million. This represents 4.97% of its overall portfolio holdings.

Number of Shares
11,565
Previous 10,091 14.61%
Holding current value
$4.56 Million
Previous $3.4 Million 23.93%
% of portfolio
4.97%
Previous 4.4%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
BUY
$316.15 - $367.33 $466,005 - $541,444
1,474 Added 14.61%
11,565 $4.22 Million
Q1 2024

Apr 19, 2024
BUY
$294.43 - $339.01 $211,695 - $243,748
719 Added 7.67%
10,091 $3.4 Million
Q4 2023

Feb 05, 2024
BUY
$256.94 - $304.21 $221,225 - $261,924
861 Added 10.12%
9,372 $2.84 Million
Q3 2023

Oct 16, 2023
SELL
$263.8 - $285.38 $239,530 - $259,125
-908 Reduced 9.64%
8,511 $2.26 Million
Q2 2023

Jul 24, 2023
BUY
$239.31 - $275.18 $242,421 - $278,757
1,013 Added 12.05%
9,419 $2.59 Million
Q1 2023

May 09, 2023
BUY
$209.92 - $244.33 $100,971 - $117,522
481 Added 6.07%
8,406 $2.05 Million
Q4 2022

Feb 14, 2023
SELL
$207.03 - $232.89 $80,741 - $90,827
-390 Reduced 4.69%
7,925 $1.7 Million
Q3 2022

Nov 07, 2022
BUY
$210.4 - $257.47 $592,486 - $725,035
2,816 Added 51.21%
8,315 $1.75 Million
Q2 2022

Aug 05, 2022
BUY
$209.9 - $283.21 $92,146 - $124,329
439 Added 8.68%
5,499 $1.2 Million
Q1 2022

Apr 20, 2022
BUY
$246.62 - $307.78 $63,134 - $78,791
256 Added 5.33%
5,060 $1.41 Million
Q4 2021

Jan 14, 2022
BUY
$270.99 - $309.52 $1.3 Million - $1.49 Million
4,804 New
4,804 $1.47 Million

Others Institutions Holding IWF

# of Institutions
2,217
Shares Held
204M
Call Options Held
346K
Put Options Held
136K
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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