Monterey Private Wealth, Inc. Ishares Russell 1000 Gr ETF Transaction History

Monterey Private Wealth, Inc.

  • $338 Million
  • Q1 2025

A detailed history of Monterey Private Wealth, Inc. transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 1,858 shares of IWF stock, worth $742,140. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,858
Previous 1,877 1.01%
Holding current value
$742,140
Previous $753,000 11.02%
% of portfolio
0.2%
Previous 0.25%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$360.07 - $417.26 $6,841 - $7,927
-19 Reduced 1.01%
1,858 $670,000
Q4 2024

Jan 16, 2025
SELL
$370.24 - $418.94 $5,923 - $6,703
-16 Reduced 0.85%
1,877 $753,000
Q3 2024

Oct 03, 2024
SELL
$332.02 - $382.76 $332 - $382
-1 Reduced 0.05%
1,893 $710,000
Q2 2024

Jul 08, 2024
SELL
$316.15 - $367.33 $5,058 - $5,877
-16 Reduced 0.84%
1,894 $690,000
Q1 2024

Apr 09, 2024
SELL
$294.43 - $339.01 $6,183 - $7,119
-21 Reduced 1.09%
1,910 $643,000
Q4 2023

Jan 12, 2024
SELL
$256.94 - $304.21 $1,798 - $2,129
-7 Reduced 0.36%
1,931 $585,000
Q3 2023

Oct 10, 2023
SELL
$263.8 - $285.38 $3,957 - $4,280
-15 Reduced 0.77%
1,938 $515,000
Q2 2023

Jul 11, 2023
SELL
$239.31 - $275.18 $2,153 - $2,476
-9 Reduced 0.46%
1,953 $537,000
Q1 2023

Apr 06, 2023
BUY
$209.92 - $244.33 $419 - $488
2 Added 0.1%
1,962 $479,000
Q4 2022

Jan 20, 2023
BUY
$207.03 - $232.89 $621 - $698
3 Added 0.15%
1,960 $0
Q3 2022

Oct 11, 2022
BUY
$210.4 - $257.47 $4,839 - $5,921
23 Added 1.19%
1,957 $419,000
Q2 2022

Jul 13, 2022
BUY
$209.9 - $283.21 $629 - $849
3 Added 0.16%
1,934 $423,000
Q4 2021

Jan 18, 2022
BUY
$270.99 - $309.52 $28,724 - $32,809
106 Added 5.81%
1,931 $590,000
Q3 2021

Oct 08, 2021
SELL
$272.07 - $292.68 $3,808 - $4,097
-14 Reduced 0.76%
1,825 $501,000
Q2 2021

Aug 30, 2021
BUY
$244.58 - $272.16 $244 - $272
1 Added 0.05%
1,839 $499,000
Q1 2021

Apr 28, 2021
BUY
$230.04 - $254.69 $230 - $254
1 Added 0.05%
1,838 $482,000
Q4 2020

Feb 16, 2021
BUY
$209.58 - $241.25 $209 - $241
1 Added 0.05%
1,837 $443,000
Q3 2020

Feb 24, 2021
BUY
$194.64 - $233.83 $194 - $233
1 Added 0.05%
1,836 $398,000
Q2 2020

Feb 24, 2021
BUY
$144.16 - $193.61 $432 - $580
3 Added 0.16%
1,835 $352,000
Q4 2019

Feb 24, 2021
BUY
$155.29 - $176.84 $284,491 - $323,970
1,832 New
1,832 $322,000

Others Institutions Holding IWF

# of Institutions
2,436
Shares Held
213M
Call Options Held
356K
Put Options Held
86.1K
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 Monterey Private Wealth, Inc. Portfolio

Follow Monterey Private Wealth, Inc. 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 Monterey Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Monterey Private Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email