Marcum Wealth, LLC Ishares Russell 1000 Gr ETF Transaction History

Marcum Wealth, LLC

  • $988 Million
  • Q2 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 11,713 shares of IWF stock, worth $4.15 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
11,713
Previous 11,517 1.7%
Holding current value
$4.15 Million
Previous $3.88 Million 10.0%
% of portfolio
0.43%
Previous 0.4%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$210.27 - $232.89 $908,156 - $1.01 Million
4,319 Added 99.26%
8,670 $0
Q3 2022

Oct 11, 2022
SELL
N/A
-1,002 Reduced 18.72%
4,351 $915,000
Q2 2022

Jul 14, 2022
SELL
N/A
-1,145 Reduced 17.62%
5,353 $1.17 Million
Q1 2022

Apr 20, 2022
SELL
N/A
-1,843 Reduced 22.1%
6,498 $1.8 Million
Q4 2021

Feb 01, 2022
BUY
N/A
1,108 Added 15.32%
8,341 $2.55 Million
Q3 2021

Nov 08, 2021
BUY
N/A
3,462 Added 91.81%
7,233 $1.98 Million
Q2 2021

Aug 10, 2021
BUY
N/A
87 Added 2.36%
3,771 $1.02 Million
Q1 2021

May 11, 2021
BUY
N/A
3,684 New
3,684 $895,000

Others Institutions Holding IWF

# of Institutions
2,143
Shares Held
202M
Call Options Held
396K
Put Options Held
84.5K
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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