Marcum Wealth, LLC Ishares Russell 1000 Gr ETF Transaction History

Marcum Wealth, LLC

$1.06 Billion
Q3 2024

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 11,575 shares of IWF stock, worth $4.71 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

11,575

Previous 11,713 1.18%

Holding current value

$4.71 Million

Previous $4.27 Million 1.78%

% of portfolio

0.41%

Previous 0.43%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,219

Shares Held

204M

Call Options Held

346K

Put Options Held

136K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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Marcum Wealth, LLC Ishares Russell 1000 Gr ETF Transaction History