Marcum Wealth, LLC Ishares Russell 1000 Gr ETF Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q1 2025

A detailed history of Marcum Wealth, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Marcum Wealth, LLC holds 11,702 shares of IWF stock, worth $4.22 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

11,702

Previous 12,035 2.77%

Holding current value

$4.22 Million

Previous $4.83 Million 12.7%

% of portfolio

0.37%

Previous 0.42%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 02, 2025	SELL	$360.07 - $417.26 $119,903 - $138,947	-333 Reduced 2.77%	11,702 $4.22 Million
Q4 2024 Jan 13, 2025	BUY	$370.24 - $418.94 $170,310 - $192,712	460 Added 3.97%	12,035 $4.83 Million
Q3 2024 Oct 08, 2024	SELL	$332.02 - $382.76 $45,818 - $52,820	-138 Reduced 1.18%	11,575 $4.35 Million
Q2 2024 Jul 02, 2024	BUY	$316.15 - $367.33 $61,965 - $71,996	196 Added 1.7%	11,713 $4.27 Million
Q1 2024 Apr 10, 2024	SELL	$294.43 - $339.01 $442,233 - $509,193	-1,502 Reduced 11.54%	11,517 $3.88 Million
Q4 2023 Jan 10, 2024	BUY	$256.94 - $304.21 $302,932 - $358,663	1,179 Added 9.96%	13,019 $3.95 Million
Q3 2023 Oct 10, 2023	BUY	$263.8 - $285.38 $2.1 Million - $2.28 Million	7,978 Added 206.58%	11,840 $3.15 Million
Q2 2023 Jul 13, 2023	SELL	$239.31 - $275.18 $2.51 Million - $2.89 Million	-10,487 Reduced 73.09%	3,862 $1.06 Million
Q1 2023 Apr 19, 2023	BUY	$209.92 - $244.33 $1.19 Million - $1.39 Million	5,679 Added 65.5%	14,349 $3.51 Million
Q4 2022 Jan 12, 2023	BUY	$207.03 - $232.89 $894,162 - $1.01 Million	4,319 Added 99.26%	8,670 $0
Q3 2022 Oct 11, 2022	SELL	$210.4 - $257.47 $210,820 - $257,984	-1,002 Reduced 18.72%	4,351 $915,000
Q2 2022 Jul 14, 2022	SELL	$209.9 - $283.21 $240,335 - $324,275	-1,145 Reduced 17.62%	5,353 $1.17 Million
Q1 2022 Apr 20, 2022	SELL	$246.62 - $307.78 $454,520 - $567,238	-1,843 Reduced 22.1%	6,498 $1.8 Million
Q4 2021 Feb 01, 2022	BUY	$270.99 - $309.52 $300,256 - $342,948	1,108 Added 15.32%	8,341 $2.55 Million
Q3 2021 Nov 08, 2021	BUY	$272.07 - $292.68 $941,906 - $1.01 Million	3,462 Added 91.81%	7,233 $1.98 Million
Q2 2021 Aug 10, 2021	BUY	$244.58 - $272.16 $21,278 - $23,677	87 Added 2.36%	3,771 $1.02 Million
Q1 2021 May 11, 2021	BUY	$230.04 - $254.69 $847,467 - $938,277	3,684 New	3,684 $895,000

Others Institutions Holding IWF

# of Institutions

2,461

Shares Held

214M

Call Options Held

404K

Put Options Held

131K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

More about IWF

Track This Portfolio

Portfolio Update

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

News

Stay updated on Marcum Wealth, LLC with notifications on news.

Account

Marcum Wealth, LLC Ishares Russell 1000 Gr ETF Transaction History