A detailed history of Klingman & Associates, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Klingman & Associates, LLC holds 1,972 shares of IWF stock, worth $777,204. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,972
Previous 1,972 -0.0%
Holding current value
$777,204
Previous $718,000 3.06%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jul 30, 2024

SELL
$316.15 - $367.33 $7,587 - $8,815
-24 Reduced 1.2%
1,972 $718,000
Q1 2024

May 01, 2024

BUY
$294.43 - $339.01 $35,037 - $40,342
119 Added 6.34%
1,996 $672,000
Q4 2023

Jan 29, 2024

SELL
$256.94 - $304.21 $8,222 - $9,734
-32 Reduced 1.68%
1,877 $569,000
Q3 2023

Oct 30, 2023

SELL
$263.8 - $285.38 $56,980 - $61,642
-216 Reduced 10.16%
1,909 $507,000
Q2 2023

Jul 31, 2023

BUY
$239.31 - $275.18 $49,297 - $56,687
206 Added 10.73%
2,125 $584,000
Q4 2022

Feb 03, 2023

SELL
$207.03 - $232.89 $10,144 - $11,411
-49 Reduced 2.49%
1,919 $411,000
Q3 2021

Nov 01, 2021

SELL
$272.07 - $292.68 $2,176 - $2,341
-8 Reduced 0.4%
1,968 $539,000
Q2 2021

Jul 27, 2021

BUY
$244.58 - $272.16 $31,795 - $35,380
130 Added 7.04%
1,976 $536,000
Q4 2020

Feb 09, 2021

BUY
$209.58 - $241.25 $127,005 - $146,197
606 Added 48.87%
1,846 $445,000
Q2 2020

Aug 04, 2020

BUY
$144.16 - $193.61 $178,758 - $240,076
1,240 New
1,240 $238,000
Q1 2020

Apr 29, 2020

SELL
$131.63 - $192.29 $163,221 - $238,439
-1,240 Closed
0 $0
Q4 2019

Jan 29, 2020

BUY
$155.29 - $176.84 $192,559 - $219,281
1,240 New
1,240 $218,000
Q2 2018

Aug 02, 2018

SELL
N/A
-4,801 Closed
0 $0
Q3 2017

Oct 24, 2017

BUY
N/A
4,801
4,801 $600,000

Others Institutions Holding IWF

About ISHARES RUSSELL 1000 GR ETF


  • Ticker IWF
  • Sector ETFs
  • Industry ETFs
More about IWF
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