Liberty Wealth Management LLC Ishares Russell 1000 Gr ETF Transaction History

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 1,188 shares of IWF stock, worth $468,214. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,188
Previous 1,490 20.27%
Holding current value
$468,214
Previous $543,000 18.05%
% of portfolio
0.08%
Previous 0.1%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
SELL
$332.02 - $382.76 $100,270 - $115,593
-302 Reduced 20.27%
1,188 $445,000
Q2 2024

Aug 06, 2024
SELL
$316.15 - $367.33 $5,690 - $6,611
-18 Reduced 1.19%
1,490 $543,000
Q1 2024

May 02, 2024
BUY
$294.43 - $339.01 $66,246 - $76,277
225 Added 17.54%
1,508 $508,000
Q4 2023

Feb 08, 2024
SELL
$256.94 - $304.21 $4,367 - $5,171
-17 Reduced 1.31%
1,283 $388,000
Q2 2023

Aug 10, 2023
BUY
$239.31 - $275.18 $16,033 - $18,437
67 Added 5.43%
1,300 $357,000
Q1 2023

May 03, 2023
SELL
$209.92 - $244.33 $35,896 - $41,780
-171 Reduced 12.18%
1,233 $301,000
Q3 2022

Nov 15, 2022
SELL
$210.4 - $257.47 $158,852 - $194,389
-755 Reduced 34.97%
1,404 $295,000
Q2 2022

Aug 15, 2022
BUY
$209.9 - $283.21 $163,722 - $220,903
780 Added 56.56%
2,159 $511,000
Q1 2022

May 09, 2022
SELL
$246.62 - $307.78 $75,712 - $94,488
-307 Reduced 18.21%
1,379 $383,000
Q4 2021

Feb 15, 2022
SELL
$270.99 - $309.52 $15,988 - $18,261
-59 Reduced 3.38%
1,686 $515,000
Q3 2021

Nov 15, 2021
BUY
$272.07 - $292.68 $269,077 - $289,460
989 Added 130.82%
1,745 $497,000
Q2 2021

Aug 13, 2021
SELL
$244.58 - $272.16 $50 Million - $55.7 Million
-204,483 Reduced 99.63%
756 $205,000
Q2 2021

Aug 13, 2021
BUY
$244.58 - $272.16 $50 Million - $55.7 Million
204,483 Added 27048.02%
205,239 $756,000
Q2 2020

Aug 04, 2020
SELL
$144.16 - $193.61 $80,729 - $108,421
-560 Reduced 42.55%
756 $145,000
Q4 2018

Mar 26, 2019
BUY
N/A
1,316 New
1,316 $172,000

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
Track This Portfolio

Track Liberty Wealth Management LLC Portfolio

Follow Liberty Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email