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

Monterey Private Wealth, Inc.

  • $267 Million
  • Q2 2024

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 1,894 shares of IWF stock, worth $670,760. This represents 0.26% of its overall portfolio holdings.

Number of Shares
1,894
Previous 1,910 0.84%
Holding current value
$670,760
Previous $643,000 7.31%
% of portfolio
0.26%
Previous 0.26%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$210.27 - $232.89 $630 - $698
3 Added 0.15%
1,960 $0
Q3 2022

Oct 11, 2022
BUY
N/A
23 Added 1.19%
1,957 $419,000
Q2 2022

Jul 13, 2022
BUY
N/A
3 Added 0.16%
1,934 $423,000
Q4 2021

Jan 18, 2022
BUY
N/A
106 Added 5.81%
1,931 $590,000
Q3 2021

Oct 08, 2021
SELL
N/A
-14 Reduced 0.76%
1,825 $501,000
Q2 2021

Aug 30, 2021
BUY
N/A
1 Added 0.05%
1,839 $499,000
Q1 2021

Apr 28, 2021
BUY
N/A
1 Added 0.05%
1,838 $482,000
Q4 2020

Feb 16, 2021
BUY
N/A
1 Added 0.05%
1,837 $443,000
Q3 2020

Feb 24, 2021
BUY
N/A
1 Added 0.05%
1,836 $398,000
Q2 2020

Feb 24, 2021
BUY
N/A
3 Added 0.16%
1,835 $352,000
Q4 2019

Feb 24, 2021
BUY
N/A
1,832 New
1,832 $322,000

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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