Marshall Financial Group Inc Ishares Russell 1000 Gr ETF Transaction History

Marshall Financial Group Inc

$334 Million
Q2 2025

A detailed history of Marshall Financial Group Inc transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Marshall Financial Group Inc holds 11,737 shares of IWF stock, worth $5.4 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

11,737

Previous 11,732 0.04%

Holding current value

$5.4 Million

Previous $4.24 Million 17.63%

% of portfolio

1.49%

Previous 1.33%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$320.42 - $424.58 $1,602 - $2,122	5 Added 0.04%	11,737 $4.98 Million
Q1 2025 Apr 30, 2025	SELL	$360.07 - $417.26 $37,807 - $43,812	-105 Reduced 0.89%	11,732 $4.24 Million
Q4 2024 Jan 24, 2025	BUY	$370.24 - $418.94 $2,221 - $2,513	6 Added 0.05%	11,837 $4.75 Million
Q3 2024 Nov 04, 2024	SELL	$332.02 - $382.76 $65,075 - $75,020	-196 Reduced 1.63%	11,831 $4.44 Million
Q2 2024 Aug 09, 2024	SELL	$316.15 - $367.33 $81,250 - $94,403	-257 Reduced 2.09%	12,027 $4.38 Million
Q1 2024 May 08, 2024	SELL	$294.43 - $339.01 $181,663 - $209,169	-617 Reduced 4.78%	12,284 $4.14 Million
Q4 2023 Feb 07, 2024	SELL	$256.94 - $304.21 $52,929 - $62,667	-206 Reduced 1.57%	12,901 $3.91 Million
Q3 2023 Nov 02, 2023	SELL	$263.8 - $285.38 $305,216 - $330,184	-1,157 Reduced 8.11%	13,107 $3.49 Million
Q2 2023 Aug 10, 2023	SELL	$239.31 - $275.18 $53,844 - $61,915	-225 Reduced 1.55%	14,264 $3.93 Million
Q1 2023 May 02, 2023	SELL	$209.92 - $244.33 $95,723 - $111,414	-456 Reduced 3.05%	14,489 $3.54 Million
Q4 2022 Feb 03, 2023	BUY	$207.03 - $232.89 $4,554 - $5,123	22 Added 0.15%	14,945 $3.2 Million
Q3 2022 Nov 14, 2022	SELL	$210.4 - $257.47 $93,838 - $114,831	-446 Reduced 2.9%	14,923 $3.14 Million
Q2 2022 Aug 10, 2022	BUY	$209.9 - $283.21 $1,259 - $1,699	6 Added 0.04%	15,369 $3.36 Million
Q1 2022 May 10, 2022	SELL	$246.62 - $307.78 $391,139 - $488,139	-1,586 Reduced 9.36%	15,363 $4.27 Million
Q4 2021 Feb 08, 2022	BUY	$270.99 - $309.52 $13,278 - $15,166	49 Added 0.29%	16,949 $5.18 Million
Q3 2021 Nov 15, 2021	SELL	$272.07 - $292.68 $96,312 - $103,608	-354 Reduced 2.05%	16,900 $4.63 Million
Q2 2021 Jul 29, 2021	SELL	$244.58 - $272.16 $45,002 - $50,077	-184 Reduced 1.06%	17,254 $4.68 Million
Q1 2021 May 10, 2021	SELL	$230.04 - $254.69 $259,485 - $287,290	-1,128 Reduced 6.08%	17,438 $4.24 Million
Q4 2020 Feb 04, 2021	SELL	$209.58 - $241.25 $81,317 - $93,605	-388 Reduced 2.05%	18,566 $4.48 Million
Q3 2020 Nov 10, 2020	SELL	$194.64 - $233.83 $126,710 - $152,223	-651 Reduced 3.32%	18,954 $4.11 Million
Q2 2020 Jul 27, 2020	SELL	$144.16 - $193.61 $31,282 - $42,013	-217 Reduced 1.09%	19,605 $3.76 Million
Q1 2020 Apr 23, 2020	SELL	$131.63 - $192.29 $350,662 - $512,260	-2,664 Reduced 11.85%	19,822 $2.99 Million
Q4 2019 Feb 05, 2020	SELL	$155.29 - $176.84 $323,313 - $368,180	-2,082 Reduced 8.47%	22,486 $3.96 Million
Q3 2019 Oct 30, 2019	SELL	$158.47 - $162.55 $101,896 - $104,519	-643 Reduced 2.55%	24,568 $3.92 Million
Q2 2019 Jul 23, 2019	BUY	N/A	15 Added 0.06%	25,211 $3.97 Million
Q1 2019 Apr 26, 2019	BUY	N/A	11 Added 0.04%	25,196 $3.81 Million
Q4 2018 Feb 11, 2019	BUY	N/A	25,185 New	25,185 $3.3 Million

Others Institutions Holding IWF

# of Institutions

2,547

Shares Held

225M

Call Options Held

483K

Put Options Held

122K

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Marshall Financial Group Inc Ishares Russell 1000 Gr ETF Transaction History